Greenville's Premier Fiduciary Retirement planner

Big Money Cares Gala
November 9th at 6pm

All proceeds will go to the Isaiah 117 house to help build a home in Greenville for kids in the foster care system.

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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