Address: 2425 N. Central Expy, Suite 700
Richardson, TX 75080
Phone Number: 972-238-0648
Business Name: The BIG PICTURE Group
Industry: Financial Planner
Position/Title: Investment Advisor Representative
Description of Business: Holistic Financial Planning. We create highly customized financial plans based upon the unique circumstances of our clients, so that they can live for today, plan for their future and pursue their dreams. Remember if you don't have a plan you are part of someone else's.
Year Founded: 1999
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is seperately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
Previous business experience.
Deloitte & Touche - Alumni
What sets you apart from the competition?
We only take on a limited number of clients and provide a very comprehensive high touch relationship experience.
What is your ideal client?
50 year old saver with family that they care about. Angry divorced women. People that have been laid off. Widow and Widowers.
What are some keywords describing your business?
IRA Pension 401k Retire Money Savings Death Divorce Baby Marriage