BIG Investment Services

Services

We service individuals and businesses in all areas of investment planning, including:

Retirement Planning

We help you determine your retirement income needs and work closely with you to achieve and maintain them.

Risk Management

We examine your financial picture for potential risks and review your insurances and long term care options to help minimize those risks.

Estate Planning

We work with estate-planning and trust specialists to help:

Review your wills and trusts
Preserve your estate for intended heirs
Establish beneficiary designations
Reduce potential exposure to estate taxes and probate costs
Coordinate with your tax and legal advisors

Tax Management

We strive to ease your tax burden with tax planning and tax sensitive investment strategies.

Investments

Our comprehensive consultation process helps to determine the right investment model for your needs.

Education Funding

There are many ways to pay for college. We’ll help you determine if separate college planning makes sense.

Boothe Investment Group Inc. (“B.I.G. Investment Services”) is a registered investment adviser offering advisory services in the State(s) of DE, FL, MD, NC, PA, TX, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Form CRS

Boothe Investment Group Inc. (“B.I.G. Investment Services”) is a registered investment adviser offering advisory services in the State(s) of DE, FL, MD, NC, PA, TX, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Form CRS