Greenville's Premier Fiduciary Retirement planner
Your Retirement
YOUR
WAY
Is retirement on the horizon for you? Are you worried that you haven’t prepared enough for your retirement? No matter if you need assistance with your investments, income, Social Security, or even taxes, welcome to your game changer: your retirement, your way.
In a world full of brokers and banks, it can be difficult to find a firm that’s capable of giving you the facts and honest answers to all of your retirement questions. But at Big Money Retirement, you get to work with a fiduciary advisor who specializes in retirement planning. Many places will claim to be expert financial advisors, but at Big Money Retirement, you get to work with an actual fiduciary advisor. As fiduciary advisors, we are held legally and federally to higher ethical standards. Our role as fiduciary advisors, by nature, is designed to best serve your interests and maximize your financial benefit — we’re not out to make a buck; we genuinely have your best interests at heart, both on and off paper.
We’ll walk you through our proven three-step process.
Our Proven Process
Step 1: Audit Meeting
The first step is to discover exactly what your vision is for your retirement. At our first meeting, a fiduciary advisor will get acquainted with you and your current financial situation, your financial goals, and even any concerns or questions you may have about your assets. Your fiduciary advisor will go over your plan for (or current) retirement income, your investments, what you’re currently paying in taxes, and even your Social Security benefits.
Step 2: Assessment
*We are not a CPA. Data provided should not be taken as tax advice. Please consult with a CPA before taking action on tax proposals provided.
Step 3: Activate
Once you’ve decided to move forward with our third meeting, our team will put together a one-page retirement plan for you, and we’ll review each investment, income strategy, tax strategy, and Social Security strategy prior to implementation. We’ll also follow up with you on every anniversary with us to ensure we answer any questions or changes you may have.