Clarity, Strategy, and Confidence:

We are an independent financial planning firm based in Dallas, TX, offering comprehensive services including retirement planning, investment planning, insurance strategies, tax-aware wealth strategies, and estate planning. We bundle all these into one cohesive roadmap—so you can see your full financial life clearly, act with confidence, and monitor ongoing progress.

We serve individuals, families, and business owners in the Dallas area and Texas markets who want more than just investment advice—they want a big-picture strategy that integrates savings, protection, legacy planning, and lifestyle. Whether you’re nearing retirement, managing a business, or looking to protect what you’ve built, we tailor our services to your unique goals.

• Get Clear: We begin by assessing your full financial landscape—assets, liabilities, insurance, taxes, estate plan, goals.
• Take Action: We build a customized plan aligned with your life priorities and implement strategies—whether that’s retirement savings, investment optimization, or protecting your legacy.
• Monitor Results: We review regularly (at least annually and more often if needed) to measure progress, make adjustments for life changes or market shifts, and keep you informed and in control.

This initial meeting is at no cost and no obligation. We’ll introduce our firm, learn about your goals and current situation, provide you with a clear overview of your financial big picture, and identify opportunities you may not have previously considered. It’s an opportunity for you to see if we’re a good fit—and for us to see if we can genuinely help.

The frequency depends on your needs, but we generally meet at least annually for a full review. For many clients we schedule quarterly check-ins to ensure the plan remains on track. We are also available for additional meetings or calls if you experience major life changes (such as starting a business, selling a property, retirement, etc.).

At Big Picture Financial Group you get a fully integrated, high-touch approach—not just investment management but: tailored retirement roadmaps, tax and estate planning coordination, insurance strategies, and continuous monitoring. We believe in clarity over complexity, and we give you a simple visual framework so you always see where you stand and where you are headed.

While we are based in Dallas/Plano, TX, and proud to serve Uptown Dallas to Frisco, Plano, McKinney, Fort Worth and surrounding communities, we are also equipped to serve clients beyond the immediate metro area who value our approach. If you are looking for a partner in your financial journey, we can often work virtually or through hybrid arrangements.

We operate with transparency and client-focused standards. Our fee structure is clearly disclosed up front during the complimentary consultation. We believe you should always know what you’re paying and why—you won’t be surprised. (We can provide a detailed fee schedule and outline the value you receive.)

Major life events—like business sale, property sale, career transition, divorce, disability—are exactly when your financial plan needs to shift. We proactively review your plan, realign strategies, and make appropriate adjustments—so you stay aligned with your goals, protect what matters, and capitalise on opportunities.

It’s simple: contact our office (972-238-0648) or email info@theBIGPICTUREgroup.com to schedule your complimentary consultation. Bring any relevant documents (existing financial statements, insurance policies, tax returns, estate documents) if available. We’ll walk you through what to expect, how our process works, and identify next steps for your personalised strategy.