With a CFP® practitioner on staff, Bigelow offers a high quality planning experience for our clients. We adhere to the industry standard CFP Board's six-step planning process to ensure that your planning process is thorough and smooth.
Bigelow's CFP practitioner has met the CFP Board's rigorous qualifying requirements in the areas of experience, education, ethics, and examination.
SPECIALTIES: OUR AREAS OF FOCUS
Bigelow Investment Management Clients:
No additional cost. The services are included in your Investment Management package.
Stand-Alone Financial Planning Services:
$165/mo subscription service. Payment to begin after any complementary initial consultations to determine if Bigelow is the right fit for you, typically at the time our agreement is signed by you.
Minimum $1,980 payment for financial planning services, even in the event that services are terminated within the first 12 months.