How We Help

Businesses & Executives

Here at Dream Big Financial LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits

Funding Buy-Sell Agreements

Succession Planning

Key Person Insurance

Funding Deferred Compensation

 

Individuals & Families

Dream Big Financial LLC provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.

Financial Planning

Charitable Planning

Wealth Management and Retirement Planning

Estate Planning

401(k) and IRA Rollovers

Asset Protection

Disability and Extended Care Needs

Investment Management

 

Physicians

Here at Dream Big Financial LLC, we understand the financial challenges of being in the healthcare industry. Our advisors are prepared to work with you every step of the way, from residency until retirement. Our team focusses on the financial planning of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Many years of education and residency, long hours, and stressful days can all take a toll on your financial management. It is our goal to take over the stress of developing a financial management plan so that you can devote your attention to what matters: your patients. Gaining understanding of your goals, values, and circumstances is only the beginning. Once we develop a relational understanding of who you are, your goals and objectives, we will customize a plan that meets your needs.

Collaborating with us ensures your finances are secure in your otherwise unpredictable and hectic career. Your patients and their cases may change daily, but as we create, monitor, and implement your financial plan, the stability of your future is firm. From student loans to asset protection, taxes1 to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how different the finances of healthcare providers can be compared to other careers and we are experienced in tailoring your financial plan specifically to you and your career.

Charitable Planning

Education Planning

Employee Benefits

Tax Strategies1

Insurance

Debt Management

Asset Protection

Disability Insurance

 

Women

As women in business, we want to help you feel more confident and knowledgeable to make smart financial decisions. Women are oftentimes the primary decision maker regarding spending and saving by their household, and statistically, women live longer than men. Nearly every woman will have the sole responsibility for her finances at some stage in her life.

We hope to help women feel educated and excited to make those important financial decisions that will impact their dreams. We understand some of the challenges that many women face when planning for their futures and hope to turn nervousness into optimism.

Financial Planning

Investment Management

401(k) and IRA Rollovers

Estate Planning

Disability and Extended Care Needs

Wealth Management and Retirement Planning