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The Biggs Group
Awards
2019 Forbes Next Gen Wealth Advisor - Brett Biggs
Our Team
The Biggs Group helps take the burden of financial management off of your plate through superior customer service and planning. We take a comprehensive and customized approach to your finances, by understanding your needs and goals. Our depth of knowledge and experience, combined with our firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Office Information