Broker Check

Our Planning Services

At Bighorn Wealth Management, we provide assistance in the following areas:

Financial Planning

  • Retirement Planning
  • 401 (k) Planning
  • College funding strategies
  • Profit Sharing Plans
  • Investment analysis
  • Cash flow and budgeting
  • Retirement plan design
  • Insurance analysis

Investment Planning

  • Portfolio design 
  • Advisory accounts 
  • Alternative strategies 
  • Exchange traded funds 
  • 529 college plans 
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuity
  • Investment analysis
  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA

Estate Planning

  • Will and trust review and design
  • Asset protection strategies
  • Estate tax planning
  • Estate transfer strategies
  • Charitable planning strategies

Business Succession Planning

  • Business sale techniques
  • Stock transfer strategies
  • Buy-sell agreements
  • Company sponsored retirement plans
  • Employee retention strategies
  • Non-qualified employee benefits

Insurance Analysis and Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance