About Big Money Retirement Solutions · Simpsonville
Big Money Retirement Solutions is an independent financial services firm founded in 2020, dedicated to helping individuals create retirement strategies using investment and insurance products tailored to their unique needs. The company emphasizes transparency, fiduciary responsibility, and client-centered leadership, aiming to provide confidence and clarity in retirement planning. It serves clients across multiple U.S. locations, including Simpsonville, SC, and offers services such as income planning, investment strategy, Social Security optimization, legacy protection, tax planning, and private wealth management for high-net-worth households. The firm is not affiliated with any government agency and operates through registered individuals and affiliated entities.
Big Money Retirement Solutions is a retirement planning firm founded in 2020 with a mission to deliver trustworthy, disciplined guidance for clients navigating retirement. Their approach centers on clarity, confidence, and honoring the sacrifices clients have made to build wealth. They offer a structured 'BIG Process' to assess financial goals, assets, and priorities, then build customized retirement strategies. Services include income planning, investment strategy, Social Security optimization, legacy protection, tax planning, and private wealth management for households with $5M+ in assets. The firm is not Catholic-owned or affiliated, and its branding focuses on independence, transparency, and client empowerment. It operates from multiple locations across South Carolina and North Carolina, with a strong emphasis on client retention and satisfaction, boasting 99.5% retention and over 869 families served. Reviews highlight their personable, detailed, and non-pressure approach to financial planning.
- In business
- since 2020
- Serves
- Simpsonville, SC; Greenville, SC; Spartanburg, SC; Charleston, SC; Charlotte, NC
- Rating
- 5.0 across 200+ Google Reviews
About Us
Big Money Retirement was founded in 2020 on a conviction that clients deserve better. After building and selling a captive insurance agency focused on retirement planning, the founders saw firsthand what independence and transparency could offer. Becoming a fiduciary wasn’t just a credential — it was a commitment to always lead with the client’s best interest.
The Big Money Difference
Retirement planning is what we do. Retirement leadership is who we are. Our role is to create confidence and clarity through leadership you can rely on. We believe trust is earned through consistent action, not promises.
Why We Chose the Name
The name 'Big Money' reflects the magnitude of retirement decisions — affecting income for decades, spouse’s security, children and grandchildren, and legacy. It’s not about being flashy — it’s about designing a retirement with intention and leading you there with clarity.
How We Support
Our services include income planning, investment strategy, Social Security optimization, legacy protection, tax planning, and private wealth management for high-net-worth households. We tailor strategies to your goals, risk tolerance, and life stage.
- Income Planning
- Investment Strategy
- Social Security Optimization
- Legacy Protection
- Tax Planning
- Private Wealth Management