MONEY SHOULD NEVER STOP YOU FROM LIVING BIG
Your Income Doubled.
Your Wealth Didn't.
Control. Flexibility. Freedom.
Financial Success Leads to Life Success
We at Big Life Financial believe that you have a huge contribution to make to your family, community, and the world at large.
However, we also believe that the #1 reason you won’t contribute as much as you could is due to your financial limitations.
We are here to help you remove those limits.
Imagine a world where you had a financial strategy that you KNEW would work NO MATTER WHAT HAPPENED in the markets and on wall street?
What would you do? How would you act differently?
We believe you’d be MUCH BETTER in your business, in your family, with your health, and in every other aspect of your life.
Derick Van Ness: Founder & Wealth Strategist
We Call That Living a “Big Life”
And It’s What We Are All About!
Even though money isn’t the end goal (living a BIG LIFE is), we understand that without the proper resources, being at your best can be tough! That’s why we’ve developed strategies designed to free you from the financial bondage that holds you back.
We don’t use the traditional wall street approach because it’s already been proven to fail most people. Instead, we incorporate strategies that create certainty AND flexibility so that you can come out on top under nearly any set of circumstance. Nothing in life is absolutely guaranteed, but we believe we’ve gotten as close as possible when it comes to wealth strategy.
If you’d like to know more about how we work, or to see what we can do with YOUR situation, simply let us know by scheduling a complimentary 1-on-1 strategy session. We will take the time to understand who YOU are and what YOU want to accomplish. Then we will go to work to help you build an iron-clad action plan and create the structure for you to live the BIG LIFE!
You're Waiting.
Every Quarter Costs You
For the bigger exit.
For the perfect moment.
For when you're "really wealthy."
Meanwhile, the window closes.
Every quarter without a plan costs you six figures.
Every year without coordination costs you millions.
Four Core Services. One Coordinated Strategy.
Tax Strategy
File Less. Keep More.
Most CPAs react. We architect. Quarterly planning that turns tax savings into wealth acceleration.
Wealth Coaching
Financial Operating System
Making money is easy. Building wealth isn't. We install the coordination layer you're missing.
R&D Tax Credits
Capital You Earned
Six and seven-figure credits most accountants never mention. Free feasibility review.
Scale to Exit
Build an Asset
You built a business. We help you build an asset. Transferable. Valuable. Optionable.
Stop Making Money.
Start Building Wealth.
Your advisors are working in silos. Your tax bill is negotiable.
Your business needs to work without you. This is fixable. Let's fix it.
Let's talk about your wealth strategy
Schedule a 20-minute strategy call. No pitch. Just clarity on whether we're the right fit.
What happens next:
We review your current situation.
Identify gaps in your wealth structure
show you what's possible with coordination
Determine if we're a mutual fit
BIGLIFEFINANCIAL
Building family offices for business owners who refuse to settle for middle-class outcomes.
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