Bigby Financial Planning

At Bigby Financial Planning, LLC, we believe that achieving success is not just about accumulating wealth, but also about building meaningful relationships and achieving personal goals. As an independent, client-centered wealth management firm located in Central Ohio, we provide comprehensive financial planning and investment advisory services to individuals, families, and small businesses.

Our Philosophy

At the heart of our approach is a deep commitment to understanding our clients' unique needs, goals, and values. We believe that every individual's financial journey is distinct, and that success is best achieved by working together to develop personalized strategies that align with each client's vision. Our team of experienced professionals is dedicated to providing the highest standards of professionalism, trust, integrity, and objectivity in all aspects of our work.

Our Process

Our comprehensive financial planning process is designed to provide clarity and direction for individuals, families, and small businesses. We take the time to understand our clients' unique financial goals, values, and concerns, and work collaboratively to develop tailored strategies that address their specific needs. Our process is built on a foundation of trust, transparency, and open communication, ensuring that our clients feel informed and empowered throughout their financial journey.

Our Services

We offer a wide range of financial services designed to help our clients achieve their goals, including:

Retirement Income Planning

We help our clients plan for a secure and fulfilling retirement, taking into account sources of income, current and future taxes, current and projected assets, estate and charitable objectives, education funding goals, and lifestyle expenses.

Risk Management

We understand that life's unforeseen events can have a significant impact on one's financial well-being. Our risk management services aim to protect our clients from financial loss by providing a range of insurance solutions, including life, disability, and long-term care coverage.

Tax Planning and Cash Flow Management

At Bigby Financial Planning, LLC, we believe that effective tax planning is a critical component of comprehensive wealth management. Our experienced professionals work closely with our clients to identify and optimize tax-saving strategies, ensuring that their current and projected tax liabilities are minimized.

Estate Planning and Transfer Planning

We work closely with our clients to develop personalized estate plans that address their unique goals, values, and objectives. Our estate planning services include wills, trusts, and other succession planning strategies designed to ensure the smooth transfer of assets and minimize taxes and probate costs.

Charitable and Philanthropic Strategies

We understand the importance of giving and philanthropy in achieving our clients' personal and family goals. Our charitable and philanthropic strategies help our clients support the causes they care about, while also minimizing taxes and maximizing the impact of their donations.

Investment Management

Our investment management services are designed to help our clients grow and preserve their wealth, aligning their investment portfolios with their goals, values, and risk tolerance. We take a disciplined and patient approach to investing, incorporating a range of asset classes and strategies to ensure long-term success.

Let's Work Together

At Bigby Financial Planning, LLC, we believe that financial freedom is within reach for our clients. We would be honored to work together to help you achieve your financial goals and aspirations. Contact us today to learn more about our comprehensive financial planning and investment advisory services.