Business Details
Your Trusted Partner for Holistic Financial Planning
At Thinking Big Financial, we believe financial planning is about more than numbersit's about empowering you to live the life you envision. Founded by Jim Marrocco, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), our firm combines Wall Street expertise with a deep commitment to serving the LGBTQ+ community. We prioritize understanding your values, goals, and unique circumstances before crafting personalized financial strategies. Our holistic approach integrates investment management, tax planning, risk assessment, and estate planning into a cohesive roadmap tailored to your aspirations.We specialize in addressing the distinct financial challenges faced by LGBTQ+ individuals, such as navigating family planning costs, overcoming career disparities, and ensuring legal protections. By fostering long-term partnerships, we collaborate with you to adapt to lifes changes while maintaining financial stability. Our fee-only structure ensures transparency, and our teams dedication to continuous education guarantees you receive forward-thinking guidance. Whether youre starting your career, building a family, or planning for retirement, were here to help you think bigger about your financial future.
Services
Financial Planning
Investment Management
Tax Planning
Risk Management
Estate Planning
LGBTQ+ Financial Planning
Trans Financial Planning
Retirement Planning
Family Planning
Wealth Management
Highlights and features
- We offer a holistic, values-driven approach to financial planning.
- Our team specializes in addressing LGBTQ+ financial challenges.
- Fee-only structure ensures transparent, conflict-free advice.
- Collaborative partnerships adapt to your evolving life goals.
- Wall Street expertise combined with personalized client care.
Services
Financial Planning
Our financial planning service creates personalized roadmaps to help clients achieve life goals through budgeting, debt management, and long-term wealth strategies. We prioritize your values and aspirations while addressing unique financial challenges. Our approach ensures clarity and confidence in decision-making.
Investment Management
We develop customized investment strategies aligned with your risk tolerance, financial goals, and ethical considerations. Our evidence-based approach focuses on long-term growth while maintaining transparent communication about portfolio performance and market changes. Regular reviews ensure your investments stay on track.
Estate Planning
This service ensures your assets are distributed according to your wishes while minimizing tax burdens. We coordinate with legal professionals to create wills, trusts, and power of attorney documents tailored to your family structure and legacy goals.
Tax Planning
Our tax planning optimizes your financial situation by identifying deductions, credits, and strategies to reduce tax liabilities. We integrate tax-efficient investment approaches and retirement account management to maximize after-tax returns while ensuring compliance with evolving regulations.
Risk Management
We assess your insurance needs to protect against financial risks through life, disability, and liability coverage. Our approach balances protection with affordability while addressing unique risks faced by LGBTQ+ individuals and non-traditional families.
People
Jim Marrocco
Founder & Financial Planner
Former Wall Street analyst turned CFP and CFA, Jim combines investment expertise with LGBTQ+ community advocacy to create inclusive financial strategies for everyday people.
Brandon Tacconelli
Director of Client Care & Financial Planner
CFP specializing in holistic financial planning for LGBTQ+ clients, with additional education in financial life planning and sustainability-focused financial strategies.
Lys Sorresso
Editor & Communications Consultant
Nonbinary trans editor with 15+ years in nonprofit and finance communications, supporting the firm's messaging and client materials since 2017.
Questions
What financial planning services do you offer?
We provide holistic financial planning, investment management, tax strategies, risk assessment, and estate planning tailored to LGBTQ+ individuals and families.
Do you specialize in LGBTQ+ financial planning?
Yes, we specialize in addressing unique financial challenges faced by LGBTQ+ clients, including family planning, career disparities, and legal protections.
How are your fees structured?
We charge a flat annual fee based on income and net worth, with minimums of $6,000 for individuals and $8,000 for couples.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only advisor to ensure transparent, conflict-free financial guidance aligned with your best interests.
How do you approach investment management?
We create personalized investment strategies aligned with your goals, risk tolerance, and values while maintaining transparent communication.
