The Upstate's premier fiduciary retirement planner
Your Retirement
YOUR
WAY
The impact of our work extends far beyond financial security.
We help our clients retire with confidence, knowing they have the freedom to care for those they love, make the most of their time, and leave a lasting legacy.
For many, retirement isn’t just about personal fulfillment—it’s about ensuring that future generations are supported and prepared. The financial decisions they make today will impact their children, grandchildren, and even those they may never meet.
At Big Money Retirement, we understand that wealth isn’t just about accumulation—it’s about the ability to create meaningful change. Whether that means funding education, supporting charities, or simply setting an example of financial wisdom, we help our clients maximize the impact of their wealth. Because in the end, our business isn’t just about money—it’s about confidence, security, and the ability to shape a better future.
Our Proven Process
You’ve worked hard, saved diligently, and made smart decisions to secure your financial future—but now, the real question is: What will you do with it?
Retirement isn’t just about having enough money; it’s about having the confidence to use it wisely and live fully. Too many people step into retirement with hesitation, held back by uncertainty and the fear of making a mistake. But that’s not the life you’ve earned.
At Big Money Retirement, we believe in a bold, simple truth: Your retirement should be about dreams, not worries. It’s time to stop delaying, second-guessing, and wondering if you’ll be okay. You deserve clarity, a plan that truly works for you, and a future free from financial stress. So, what’s stopping you? Let’s build a retirement you can step into with confidence—one where you finally do the things you’ve been putting off for years.
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.
