Big Money Retirement Solutions

Big Money Retirement Solutions is a financial advisor in Greenville, SC, located at 632 S Main St. The firm specializes in retirement planning, helping clients build guaranteed income, protect their wealth, and manage their financial legacy. Services include income planning to convert savings into a reliable retirement paycheck, investment strategy focused on risk analysis and fee review, and social security optimization for precise claiming strategies. The firm serves families seeking clarity and confidence in their retirement decisions, drawing on a process designed to assess assets, goals, and priorities. It holds a rating of 5.00 based on 190 reviews.

Founded in 2020 by owner and Chief Investment Officer Johnathan Burgess, the firm operates as a fiduciary, prioritizing the client's best interest with independence and transparency. Burgess previously built and sold a captive insurance agency focused on retirement planning before establishing this independent practice. The team includes Matthew Hastings, a lead financial advisor who joined in 2024 after a decade of experience at large financial institutions. The firm reports having served over 869 families, with team members holding over 100 years of combined experience and maintaining a 99.5% client retention rate. Their approach is structured around a four-step process: Build, Illuminate, Guide, and Learn, aimed at providing ongoing support and tailored insights for each client's unique needs.

The business stands among the strongest in its category locally, with a strong local reputation reflected in its consistently high customer ratings. This standing is supported by the firm's focus on disciplined planning and its commitment to providing clear, actionable strategies that address the specific financial concerns of retirees in the Greenville area.

Services:

• Introductory Call
• Podcast
• Retire Right Calculators
• Retire Right Toolkit
• The Retire Right Book