Your Retirement, YOUR WAY
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Your retirement,your way
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As Seen On
In a world full of brokers and banks; it can be tough to find a firm capable of giving you the correct answers to all of your retirement questions.
Big Money Retirement Solutions exists to help guide the pre-retiree and retiree through the tough questions that the opportunity of retirement brings.
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In a world full of brokers and banks It can be tough to find a firm capable of giving you the correct answers to all of your retirement questions
Big Money exists to help guide the pre-retiree and retiree through the tough questions that the opportunity of retirement brings.
Our Proven Process
Uncover
Join us for a conversation about your vision for an ideal retirement
Assess
We'll use the Big Money Retirement Blueprint to understand your current finances, and then determine your primary retirement needs.
Design
Receive a financial strategy tailored to your retirement vision and the path you'll travel to get there.
If you need help with your Investments, Income, Social Security or Taxes you've found your match
Johnathan Burgess
started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.
Johnathan Burgess
started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.
We use industry-leading software used by the top advisors in the country to help you make informed decisions.
Social Security Analyzer allows us to tell you the exact date to draw social security based on you and your spouse's income and life expectancy
Holistiplan allows us to make recommendations on your IRA's or 401k's that have never been taxed and make common sense decisions based on taxes rising in the future.
Riskalyze allows us to get on the same page when we talk about risk in an overall plan. Peace of mind is at the center of a successful retirement.
InStream allows us to tell you when to draw income and from what accounts to do that from to increase the odds of a successful retirement.
Retiring During a Recession Ebook
With this 25-page instant download, you'll discover:
- Why poor planning could cost you
- The 4 pillar framework to a successful retirement
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Common mistakes that retirees make and how to avoid them
Our planning provides you with a written plan for:
*Investment Advice is provided by Burgess Investment Group, LLC a Registered Investment Advisor in the state of South Carolina
*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.
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FAQs
Who do you work with at Big Money?
We focus on retiree's and pre-retiree's. 90% of our customers are between the ages of 55 and 75. If you are someone who likes to be prepared we will cover every base and give you a written plan so you know how to approach retirement.
How does your process work and what do you charge?
We typically do 2-3 meetings based upon the complexity of your situation. The first meeting is approximately 45 minutes so we can get to know each other and go through your retirement goals and concerns. The second meeting is an hour long (we call it the hire/fire meeting); we show you how we can improve your situation and we also go over what it will cost to work with us. Meeting one and two are free.
What if I already have a financial advisor?
Do you conduct annual reviews?
Yes, all of our clients get notified when they have hit their anniversary with us and we have a team member call to set up a meeting with us to review the performance of your accounts and make any adjustments to your goals.
It looks like I have penalties if I move funds from my 401k or existing advisor. Should we still meet?
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Copyright © 2023 All Rights Reserved by Big Money Management, LLC DBA Big Money Retirement Solutions
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.