Big Life Financial

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Big Life Financial We help small business owners turn success into lasting wealth. We simplify tax strategies, automate wealth building, & structure businesses for maximum value.

With 15+ yrs of experience, we make financial planning easier so you can focus on what matters.

Follow Big Life Financial for more financial content.Most business owners don't have an income problem. They have a visi...
10/18/2026

Follow Big Life Financial for more financial content.

Most business owners don't have an income problem. They have a visibility problem.

It's rarely the big purchases that slow wealth building.

It's the dozens of small decisions that happen every week without much thought.

Subscriptions.
Convenience spending.
Little expenses that quietly become part of your lifestyle.

When you know exactly where your money is going, you gain the power to decide where it should be going.

Awareness is one of the fastest ways to improve your financial future.

Ready to surround yourself with business owners who are focused on growing profits, protecting assets, and building lasting wealth?

Comment "WEALTHY" below and we'll send you the details about Wealth Your Way.

10/18/2026

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For a long time, I believed the next income milestone would make me happier. It didn't.

I was making good money.

But I wasn't building the life I actually wanted.

That experience taught me something I'll never forget. Money isn't the goal.

It's a tool.

A tool to create freedom.
A tool to buy back your time.
A tool to build a life that aligns with your values.

That's what real wealth is about.

Want to surround yourself with business owners who are focused on building wealth with purpose?

Comment "WEALTHY" below and we'll send you the details about Wealth Your Way.

10/17/2026

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Health sharing plans can look appealing when traditional health insurance premiums keep getting more expensive.

But something many people don't realize is that health sharing ministries aren't actually insurance. They operate differently and don't necessarily provide the same regulatory protections when it comes to paying medical expenses.

In my conversation with health insurance expert Joshua Erickson, we discussed why it's important to understand these differences before relying on a health sharing plan for your family's coverage.

Want to learn more? Comment PREMIUMS and I'll send you the full video, or comment OPTIONS and I'll send you the article exploring your health insurance choices.

10/17/2026

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A lot of business owners think tax planning happens when they file their return.

It doesn't.

Tax filing is looking backward. Tax planning is looking forward.

Real tax planning involves forecasting income, evaluating opportunities, and making strategic decisions before the year is over.

The goal isn't just to file accurately.
The goal is to create a better outcome.

That's why the biggest tax savings opportunities often happen months before your return is ever prepared.

Wondering if you've missed tax-saving opportunities? Comment "MISSED" below and we'll send you a free 3-year review.

10/16/2026

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Wealth was never meant to be the finish line. It's a tool.

A tool to create freedom.
A tool to protect your family.
A tool to give you more choices and more control over your future.

When you understand why you're building wealth, your financial decisions become much clearer.

The question isn't just how much money you want to make.

It's what you want that money to do for your life.

Want clarity on what's standing between where you are and where you want to be?

Comment "GAP" below and we'll send you the details for a complimentary Wealth Gap Analysis.

10/16/2026

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Many business owners work harder every year and make more money than ever, yet they still don't feel like they're getting ahead. The problem usually isn't a lack of income. It's the absence of a system for turning that income into lasting wealth.

Without a plan to keep, protect, and grow what you earn, it's easy to get stuck on the financial treadmill where the money comes in just as fast as it goes out.

Want to learn the complete Financial Operating System and how to turn your business income into lasting wealth? Comment TREADMILL and I'll send you the link to the full video.

10/16/2026

Follow Big Life Financial for more financial content.

Are you sure you've explored all your health insurance options?

Many people assume their choices are limited to the marketplace or their employer's plan. But there are other types of coverage available, and each comes with different costs, benefits, and limitations.

I recently spoke with health insurance expert Joshua Erickson about how these options compare and why choosing the right coverage starts with understanding your specific needs.

Want to learn more about the different health insurance options? Comment OPTIONS and I'll send you the article.

10/15/2026

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Most business owners expect their employee health insurance costs to increase every year.
But what if they didn't have to?

During my conversation with health insurance broker Joshua Erickson, he shared an example of a company that reduced its health insurance costs by 55% in the first year.

Rather than simply shopping for cheaper plans or increasing employee deductibles, Joshua focuses on proactively managing benefits and addressing the factors driving costs.

Not every company will see the same results, but it's worth understanding what's possible.

Want to learn how business owners can take more control over rising health insurance expenses? Comment PREMIUMS and I'll send you the full video.

Follow Big Life Financial for more financial content.Most entrepreneurs assume starting a business equals building wealt...
10/15/2026

Follow Big Life Financial for more financial content.

Most entrepreneurs assume starting a business equals building wealth.

But the reality? Too often it just creates a demanding job that eats up time and energy without building lasting freedom.

Here’s what the wealthy do differently:
- They make profitability the priority, not just passion
- They create systems so the business thrives without them
- They use leverage through technology, people, and capital

If everything depends on you, growth has a ceiling.

Wealth is not about working harder. It’s about creating a business that works for you.

Follow for more ways to design a business that builds true wealth.

10/15/2026

Follow Big Life Financial for more financial content.

If there is one financial skill high-income earners should learn, it is taxes.

Not because you need to become a CPA.

But because understanding the rules can dramatically change how much of your income you actually keep.

Many business owners spend years working harder to earn more money.

Very few spend a few hours each month learning strategies that could potentially save them tens of thousands of dollars a year.

Making more money matters.

Keeping more of what you earn matters too.

A better tax strategy could mean keeping thousands more each year. Comment "SAVINGS" below and we'll send you the link for a FREE 3-Year Tax Review.

Address

966 E Cattail Drive
Solana Beach, CA
84020

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm
Sunday 8am - 5pm

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