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LIVE YOUR DREAMS,
NOT YOUR WORRIES

Why Big Money? Because retirement is a big decision. You’re deciding your income for decades, your spouse’s livelihood, and a legacy that will last generations.

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Trustworthy experience,

confident feeling

Our growth stems from disciplined retirement planning inspired by the families we serve. Goodwill grows faster than money. We’re here for you.

869+

families served

100+

years of combined experience

99.5%

client retention

RETIREMENT LEADERS, BY DESIGN

At Big Money Retirement, we lead your retirement journey with
clear, disciplined guidance tailored to your unique needs.

HOW IT WORKS

A simple process designed to
create confidence

You have worked hard, saved diligently, and made smart decisions to build real wealth, now the question is what you will do with it. Retirement is not just about having enough money, it is about having the confidence to use it wisely. Our BIG Process brings clarity to the big decisions, so your retirement can be about dreams, not worries

Build

We start by understanding your financial world. Together we assess your assets, goals, and priorities to build a clear foundation for your retirement strategy. Every decision begins with clarity.

01

B

Illuminate

With a solid foundation in place, we bring clarity to the path ahead. Through thoughtful analysis and tailored insights, we highlight opportunities, risks, and the strategies that can shape your future.

02

I

Guide

With a clear strategy in hand, we guide you through each step of the journey. Our team provides ongoing support and advice so you can move forward with confidence.

03

G
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OUR PHILOSOPHY

We are in the confidence business

Retirement is one of the biggest decisions you will ever make. It sets your income for decades, protects your spouse’s livelihood, and shapes the legacy you leave behind. Our philosophy is simple, lead with clarity, tell you what you need to hear, and give you a clear path ahead.

We hold ourselves to a higher standard when we create retirement strategies for you because we honor the sacrifices you have made to build your wealth. The result is confidence you can feel, the freedom to care for those you love, and the ability to impact generations you may never meet. Our invitation is just as simple, live your dreams, not your worries.

HOW WE SUPPORT

This is what retirement leadership
looks like

Your retirement plan should do more than manage money. It should give you clarity, confidence, and a strategy that honors everything you’ve worked for.

Income Planning

Turn your savings into a retirement paycheck you can actually rely on.

  • Inflation-ready income
  • Smart withdrawals
  • Written retirement paycheck
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Investment strategy

Align your portfolio to your goals with risk and fees in check.

  • Risk analysis
  • Fee review
  • Tailored portfolio
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Social Security Optimization

Claim with precision and integrate it into the full plan.

  • Exact claiming strategy (day + year)
  • Spousal optimization (when applicable)
  • Integrated into your income plan
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Legacy Protection

Make sure everything you have built takes care of the people you love most.

  • Beneficiary review and coordination
  • Estate planning alignment
  • Protection strategies for your spouse and family
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Tax Planning

Keep more of what you earned with proactive, year-by-year planning.

  • Roadmap toward more tax-free income
  • Annual Roth conversion guidance
  • Coordination with your tax professional
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Private Wealth

Dedicated planning for families with greater complexity and larger financial decisions.

  • Households with $5M+ in assets
  • Advanced wealth and tax planning
  • Legacy-focused guidance
Coming soon

Rated 5.0 across 200+ Google Reviews

Why families choose Big Money Retirement

The BIG Money Retirement team is proud to share these testimonials from our clients, who have trusted us as their financial advisor and planner to assist them in their financial journeys. Their stories reflect the dedication and hard work we’ve invested in helping them make strides toward reaching their goals.

We take great pride in the relationships we’ve built and the progress our clients have made. It is an honor to be part of their journey, and we are excited to continue supporting them in the years ahead. Their satisfaction highlights the commitment we bring to every client relationship.

"We moved to Big Money after being with a couple of other advisors for a few years. The reason we moved was because when Big Money did our initial review they helped us to see hidden charges that we brought back the advisors who explained it away. Big Money has training and seminars that cover many things that interest us. Everything they have done to help us has impressed me and I highly recommend that you do your research to make sure they are the right fit for you. I can say I did my research and we are very happy with Big Money."

James McMaken

February 2026

"My husband and I have met with a few Retirement Specialists but none compare with Big Money! They take the time and explain in detail and break every detail down so it’s understandable to the average Joe! Very personable and receptive. We go no further than Big Money!"

Valerie Romanelli

February 2026

"I moved to Big Money shortly after they opened and have been very happy since. Jonathan and his team communicate very well through scheduled meetings and have assisted me in understanding where I need to be for retirement at age 68! They provide all the services needed including tax planning. I highly recommend Big Money Retirement for your retirement needs."

Deb Taylor

February 2026

"We attended the Big Money event and were surprised at how relaxed the environment was and how the team immediately felt like friends! Great dinner and awesome information on retirement strategies and ideas 💡 Very glad we went and would recommend you get in touch with Jonathan or anyone of the team members for a enlightening conversation! These people care about your family's future!"

Crystal King

June 2025 (Approximate)

"Malena and I met Jonathan at one of his informational seminars in the summer of 2023. Several months later, we met with Jonathan for our first meeting and committed to transferring our retirement assets to his team. Since then, we have been more than pleased with not only our experience, but also with his team’s performance. We are most impressed by the accessibility to Jonathan and his entire team and their responsiveness to our questions and needs. We are just sorry that we did not meet him sooner. We look forward to a long and fruitful relationship with Johnathan and his team."

Howard Klickman

December 2025

"We are so grateful of how we met and what we changed for our future. Left a large company supposedly taking care of us for 20,30+ years retirement bound and needed the change. You have treated us with respect and better than ever so far since we switched. Thank you friends!"

Robin Canfield

February 2026

"Big Money and Jonathan’s team has your best interest in mind. They are the most transparent company we have ever been involved with. Highly recommend!"

Debbie McBride

February 2026

"Great people and very professional. Low pressure and if you are not a good fit they let you know. They have given us real peace of mind as we are approaching retirement! Highly recommend them!"

Allen Taylor

February 2026

"From the first meeting through every meeting, we have been super impressed! We are very happy with our results and how our retirement plans are becoming a reality."

Linda Schmidt

September 2025

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Clients were not compensated for providing these testimonials and did not receive any cash, non-cash compensation, discounts, or other material incentives or benefits in exchange for sharing their experiences.

Take the first step
toward a retirement
you can trust

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