1001 West 120th Avenue,
You Deserve Financial Security
...But It’s Complicated
...A Personal CFO Can Create Clarity
Most businesses have a chief financial officer, CFO, responsible for the financial health and management of the company. At Bighorn Wealth Management, we are your personal CFO and guide.
What would your life look like if you delegated your financial worries to us? Schedule a call with us!
We strive to build long-lasting relationships with our clients, offering education and guidance.
We are your fiduciary. You have put us in a position of trust. We must act in good faith and with honest intentions on your behalf. In other words, as your guide, we wouldn’t do anything for you that we wouldn’t do for ourselves.
Our dynamic Personal CFO process incorporates the essential components of your financial life into a single streamlined plan of action. With too much stress and too little time, your personal and business finances can get away from you. We identify and fix the coordination gaps that occur when life gets complicated.
“The problem with planning is the illusion that it has all been accomplished.”
- George Bernard Shaw
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.