Anyone with this designation has studied and prepared for an examination that covers all aspects of financial planning, met ethical obligations, and work experience requirements. There is also an annual continuing education requirement, too

Yes we are fiduciaries. The term 'fiduciary' signifies prioritizing your interests above our own. Jim Marrocco, as part of Thinking Big Financial, operates under a fiduciary duty, which is both a legal and ethical obligation to act in your best interest. Our commitment to this standard is reinforced by our qualifications as CERTIFIED FINANCIAL PLANNERS™ and our status as registered investment advisors.

Financial planning and investment management fees are based on a formula of income and net worth. Read more here.

No. The only fees that Thinking Big Financial earns are flat fees. Transparency is of utmost importance and there are no commissions, fees, or other types of compensation received based on the type of product or service you choose.

No. I work with clients in all 50 states. We may not be able to meet in person, but I can communicate and interact with you virtually.

Absolutely not! There are no minimum account sizes.