BIGGR Wealth Strategies & Insurance Solutions, LLC

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BIGGR Wealth Strategies & Insurance Solutions, LLC Live More, Love More, Give More, & Do Life BIGGR™ with financial planning that puts you first. Michael Flynn, Jr. (831) 475-0800. CA

At BIGGR, we place you and your dreams at the center of your financial planning experience. We want you to be emotionally available and financially empowered to pursue your greatest goals, so we provide clarity about your options, giving you the insight and tools you need to move forward with purpose. We integrate all aspects of your financial life, addressing areas like investments, insurance, and estate and legacy planning so you can trust that you’re prepared for a secure and intentional future. Because when you’re confident about your financial position, you have freedom to boldly pursue your goals and embrace life’s most meaningful moments. BIGGR Wealth Strategies & Insurance Solutions, LLC is not owned or operated by New York Life Insurance Company or any of its affiliates. Neither BIGGR Wealth Strategies & Insurance Solutions, LLC nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency. is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. is not licensed in all jurisdictions. 2121 41st Ave, Suite 208, Capitola, Ca 95010.

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If you’re planning to leave retirement assets for a loved one with special needs, learn why naming a special needs trust as beneficiary can help protect their benefits.

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs tru...

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In this article, Warren Buffett shares 14 simple strategies that can help guide smart money decisions. Click to learn more…

While Buffett may be the largest shareholder of the famous Berkshire Hathaway, he still shares some of the most relatable money advice that anyone can use.

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: “Tiny drops of rain become a powerful river. Likewise, small actions, consistently applied, can change your world.” ~Bill Mansell

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Disability income is sometimes taxable. It's important to understand the rules so you know when and how much disability income you're required to report.

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: "Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don't quit." - Conrad Hilton

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your...
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Address

2121 41st Avenue, Suite 208
Capitola, CA
95010

Telephone

(831)4750800

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