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Family CFO

Bighorn Wealth Management: Comprehensive Financial Planning

Bighorn Wealth Management: Comprehensive Financial Planning

Each aspect of your finances is like a gear that works synergistically with all the other aspects. When each piece is properly in place, your finances work like a well-oiled machine. If one of the gears is missing or incomplete, the whole system is compromised. Bighorn Wealth Management works as your dedicated Family CFO, making sure all aspects of your financial machine are in place and working properly. 

Our comprehensive approach establishes a robust financial plan covering everything from retirement and tax planning to investment and risk management.  We cover all aspects of your financial picture to ensure smooth operating and long-term success. Trust Bighorn Wealth to navigate the complexities of the financial world and provide you with tailored solutions for every aspect of your wealth journey.

Business Succession

Navigate the complexities of passing on your business with Bighorn Wealth Management. We tailor a succession plan that identifies and grooms successors, ensuring a smooth transition. Our strategic approach safeguards your business legacy, considering financial implications, leadership development, and family dynamics. Our team at Bighorn Wealth Management can also help you implement strategies for monetizing your business such as a 3rd party sale, internal sale to key employees, or an internal sale/transfer to family. 

Asset Protection

Asset Protection

Bighorn Wealth Management employs a comprehensive strategy to shield your assets. From trust structures to insurance solutions, we fortify your financial fortress. Our proactive measures mitigate risks, safeguarding your wealth against unforeseen challenges and legal complexities.

Charitable Planning

Bighorn Wealth Management can help you elevate your philanthropic impact. We craft charitable plans aligned with your values and financial objectives. From establishing foundations to optimizing tax benefits, our approach sees your giving creates a lasting legacy while strategically integrating with your overall financial plan.

Risk Management

Bighorn Wealth Management prioritizes your financial security through robust risk management. We conduct thorough assessments, identifying potential risks and developing strategies to mitigate them. Our proactive measures safeguard your assets, providing peace of mind in an unpredictable financial landscape.

Estate Planning

Estate Planning

Plan for the future with confidence through Bighorn Wealth Management's meticulous estate planning. We customize strategies to minimize tax implications, streamline asset distribution, and address family dynamics. Our goal is to ensure your legacy is preserved according to your wishes, promoting financial harmony.

Tax Planning

Optimize your tax position with Bighorn Wealth Management's proactive approach. We strategically structure your finances to minimize tax liabilities, utilizing deductions, credits, and efficient financial planning. Our expertise ensures you navigate the ever-changing tax landscape, maximizing opportunities for long-term financial success.

Retirement Planning

Secure your retirement with Bighorn Wealth Management's comprehensive planning. We tailor strategies that align with your retirement goals, balancing income needs, investment choices, and lifestyle aspirations. Our meticulous approach ensures a comfortable and worry-free retirement, empowering you to enjoy the fruits of your labor.

Investment Management

Investment Management

Hone your wealth with confidence through Bighorn Wealth Management's expert investment management. We craft personalized portfolios that align with your financial goals and risk tolerance. Our data-driven approach and market insights seek that your investments thrive, providing a foundation for long-term financial prosperity.

Let’s Connect!

Ready to have a Family CFO who you can turn to for expert financial guidance with all your financial “gears”? Whether you need a  financial tune up or a total overhaul, Bighorn Wealth Management can help you set and reach your financial goals. Contact us today!