Our Services

^{Our Solutions}How We Help

The financial decisions you're facing now are different than they were a decade ago. You're not just saving anymore. You're thinking about when you can retire, how to make your assets last, what happens if you need care down the road, and how to protect what you've built. These questions require specific strategies, not generic advice. Below are the areas where we provide guidance tailored to where you are and where you're headed.

^{How We Help}Your Partners In Achieving Financial Success

Retirement Income Strategy

You've spent years accumulating assets, and now the question becomes: how do I turn this into income I can count on? The shift from saving to spending requires a different approach. We help you determine when you can retire, how to structure withdrawals across different account types, and how to position your portfolio to generate income while managing taxes and market risk. This isn't about a set formula. It's about creating a distribution strategy that fits your timeline and lifestyle.

Long-Term Care Planning

Medical and care costs in your later years can be one of the largest expenses you'll face, and most people underestimate the impact. Whether you're planning for potential nursing home care, in-home assistance, or other health-related needs, we help you evaluate your options for covering these costs without depleting your assets or burdening your family. We'll review insurance solutions, self-funding strategies, and how to integrate this planning into your broader financial picture.

Executive Compensation & Business Owner Guidance

If you receive stock options, restricted stock units, deferred compensation, or other complex benefits, you're likely dealing with questions most advisors don't specialize in. Business owners face an additional layer: balancing the financial needs of their company with their personal wealth goals. We help you understand when to exercise options, how to diversify concentrated positions, how to structure compensation for tax efficiency, and how to plan for a business transition or sale. Our focus is on translating complicated benefits into clear decisions.

Investment Management

Your portfolio needs to reflect your goals, timeline, and risk tolerance, particularly as you approach or enter retirement. We build and manage investment strategies designed to grow your wealth while managing downside risk. This includes asset allocation, tax-efficient positioning, rebalancing, and ongoing adjustments as your needs change. We focus on strategic, evidence-based investing rather than speculation.

Estate & Legacy Planning

How your wealth transfers to the next generation matters for tax reasons, family dynamics, and your own values. We work with you to structure your estate in a way that minimizes tax burden, avoids probate complications, and reflects your intentions. Whether you're thinking about children, grandchildren, charities, or a combination, we help coordinate beneficiary designations, trust strategies, and gifting approaches that align with your overall financial plan.

^{Contact Us}Ready to Get Started?

The first step is a conversation. Reach out to schedule an initial meeting where we can discuss your situation, answer your questions, and determine if we're the right fit to work together.

8888 Keystone Crossing
Suite 1600
Indianapolis, IN 46240

30 South Wacker Drive
Suite 2700
Chicago, IL 60606

info@biglionwealth.com

317-208-6313

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