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Published On March 12, 2026

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CONTACT INFORMATION

(864) 920-3155
team@bigmoneyretirement.com

LOCATIONS

632 S Main St.
Greenville, SC 29601
129 SE Main St.
Simpsonville, SC 29681
151 W Main St.
Spartanburg, SC 29306
651 Meeting St. Suite 106
Charleston, SC 29403
6325 Ardrey Kell Rd. Suite 125
Charlotte, NC 28277

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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.

https://brokercheck.finra.org
https://adviserinfo.sec.gov

This page includes presentations which may include forward-looking statements. These statements are not historical facts, but instead represent only the Firm’s beliefs regarding future events, many of which, by their nature, are inherently uncertain and outside of the Firm’s control. Forward-looking statements include statements about backlog, potential revenue, and growth opportunities. It is possible that the Firm’s actual results, including the incremental revenues, if any, from such opportunities, and financial condition, may differ, possibly materially, from the anticipated results, financial condition, and incremental revenues indicated in these forward-looking statements. Please also see each presentation for information about relevant forward-looking statements in that presentation.

INVESTMENT AND INSURANCE PRODUCTS ARE: *NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, BURGESS INVESTMENT GROUP, LLC * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

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