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At the BIG PICTURE group, we believe in the power of perspective. Since 2000, we have focused our expertise on providing clients with a holistic approach to financial planning.
Clients receive a highly customized, comprehensive plan that aligns all areas of their financial lives. No matter what you hope to achieve, our goal is to simplify the complexities of your financial situation and instill lasting confidence in your future.
Honest, creative, caring, reliable with a servant mentality. Our success is measured by your success. We accept a limited number of clients and pride ourselves on being subject matter experts.
Let’s have a “Clear Future Conversation™” that will provide a holistic framework for your success plan. Next, the BIG PICTURE Strategy™ provides the steps to “Get Clear, Take Action, and Monitor Results.”
Our services are highly customizable, and we meet with our client’s CPAs, Estate Planning Attorneys, Bankers, and other advisors at no cost because the coordination of your Team is critical to your success.