File Uploads

The financial statements and related documents you provide to Big Money Retirement Solutions, a Registered Investment Adviser, may contain Nonpublic Personal Information (NPI) as defined under SEC Regulation S-P (17 C.F.R. § 248). Big Money Retirement Solutions collects and uses this information solely to provide investment advisory services and does not share your NPI with nonaffiliated third parties except as permitted by law — including service providers acting on our behalf under confidentiality obligations, or as required by legal process. We maintain written policies and physical, electronic, and procedural safeguards reasonably designed to protect the security and confidentiality of your NPI in accordance with applicable federal regulations. You have the right to opt out of certain information-sharing practices; to exercise that right or to request our full Privacy Policy, please contact our Compliance Department directly. Continued engagement with Big Money Retirement Solutions constitutes acknowledgment of this notice.

Big Money Retirement Solutions · Registered Investment Adviser · Compliance Department