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

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. We’ll 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 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

After our first meeting, we’ll come up with a blueprint to maximize your retirement income, including considerations for inflation and your withdrawal strategy; we’ll run a risk and fee analysis on your investments and create a tailored portfolio; you’ll get information on how to reduce your tax liability and suggested annual ROTH conversions, as well as suggestions to get the most out of your Social Security income.

*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.

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Locations

  • 110 N Main St Greenville, SC 29601
  • 129 SE Main St Simpsonville, SC 29681
Big Money Retirement Solutions BBB Business Review

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered by duly registered individuals through Burgess Investment Group, LLC


Insurance products and services offered through Big Money Management, LLC Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency.

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