Financial Services – Big Financial Services

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Riskalyze Disclaimer

WORRIED THAT YOUR FINANCIAL STRATEGY IS

MISSING SOMETHING?

We’re here to help you feel confident in your financial future.

GET STARTED IN 3 EASY STEPS:

At Big Financial Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

WE OFFER SERVICES IN THESE AREAS:

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

PREPARE

Prepare for retirement by putting your hard-earned assets to work.

HOW?

Retirement Income
Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

PRESERVE

Help protect the assets that can help you live the retirement you’ve always imagined.

HOW?

Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

PROVIDE

Provide for the people and causes you care about the most.

HOW?

IRA Legacy Planning

Insurance products are offered through the insurance business Big Financial, LLC. Big Financial, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Big Financial, LLC are not subject to Investment Advisor requirements. AEWM and Big Financial, LLC are not affiliated companies.

We can also refer you to professionals who provide the following services:

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

READY TO TAKE

THE NEXT STEP?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 813-654-4718