Big Money Retirement

Big Money Retirement is an independent financial services firm that helps individuals build retirement strategies using a mix of investment and insurance products. Its services cover income planning that turns savings into a retirement paycheck, investment strategy with attention to risk and fees, Social Security claiming strategy, legacy and beneficiary planning, and tax planning that includes coordination with a client's tax professional. The firm also runs informational events and seminars.

New clients start with a meeting to review assets, goals and priorities, followed by analysis and ongoing support. The firm has offices in Greenville, Simpsonville, Spartanburg and Charleston, South Carolina, and Charlotte, North Carolina. The Greenville office is at 632 South Main Street.