Big Money Retirement Solutions

Helping individuals 55-75 generate investment income, maximize social security and minimize taxes.

Big Money Retirement Solutions is a 2024 Inc. 5000 honoree 08/13/2024

We're proud to announce our placement at #669 on the Inc. 5000 list of America's fastest-growing private companies, achieving a 701% growth from 2021 to 2023. This recognition is just the beginning, and we are committed to enhancing the exceptional service our clients expect and deserve.

Thank you to our fantastic team and clients for making this possible. We look forward to continuing our journey of growth and excellence together!

Big Money Retirement Solutions is a 2024 Inc. 5000 honoree Big Money Retirement Solutions: Fiduciary firm providing personalized financial planning services designed to help manage and safeguard wealth.

Photos from Big Money Retirement Solutions's post 07/12/2024

Join us today and tomorrow from 10 AM to 4 PM for a refreshing glass of lemonade! πŸ‹ All proceeds will benefit the Isaiah 117 House in Greenville, supporting their mission to build a new house for children in need. 🏑

And don't miss our Charity Gala on November 9 at Hotel Hartness. Purchase your tickets now and help us make a difference! 🎟️

https://www.eventbrite.com/e/big-money-cares-charity-gala-benefiting-isaiah117-house-greenville-tickets-916452101907?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

Photos from Big Money Retirement Solutions's post 07/05/2024

Taking our teamwork to new heights at Flying Rabbit Adventures! Our team had an incredible day filled with fun, challenges, and bonding at the aerial adventure course.

Big Money Cares Charity Gala: Benefiting Isaiah117 House - Greenville 06/07/2024

πŸŽ‰βœ¨ Join us for an unforgettable evening at the **Big Money Cares Charity Gala**, benefiting Isaiah 117 House! βœ¨πŸŽ‰

πŸ“… **Date:** November 9
🎟 **Tickets:** On sale NOW!
🌟 **Cause:** Supporting Isaiah 117 House, a local nonprofit dedicated to helping children in the foster system make a smoother transition during the placement process.

Can't make it to the event? No worries! You can still support this incredible cause by making a donation through our ticket link.

Get your tickets or donate today and help us make a difference in the lives of these children. Every contribution counts!

πŸ”— https://www.eventbrite.com/e/big-money-cares-charity-gala-benefiting-isaiah117-house-greenville-tickets-916452101907?aff=oddtdtcreator

Let's come together to create a brighter future for our community's foster children. Thank you for your support! πŸ’–

Big Money Cares Charity Gala: Benefiting Isaiah117 House - Greenville Big Money Cares Charity Gala: Benefiting Isaiah117 House - Greenville Join us on 09/11/2024 for a night of giving back.

05/08/2024

πŸ“ˆ Big Money Retirement Solutions takes on the Big Apple! πŸ’Ό Our power couple had the incredible opportunity to attend a financial advisor conference in New York, and where better to gain inspiration and insights than at the heart of the financial world - the New York Stock Exchange! πŸ™οΈπŸ’°

Photos from Big Money Retirement Solutions's post 04/30/2024
Photos from Big Money Retirement Solutions's post 04/15/2024

Wine & Wisdom at the Greenville Drive Champions Club - 4.14.24 ⚾️🐸

Photos from Big Money Retirement Solutions's post 04/14/2024

Enjoying this beautiful weather and a ball game in the champions club at Greenville Drive Stadium. ⚾️

Photos from Big Money Retirement Solutions's post 04/12/2024

Packing up treat bags for our amazing local DSS workers and Isaiah 117 House Greenville SC! They're making a real difference in easing the transition for foster families during the placement process. Give them a follow to see the incredible work they're doing in our community! 🌟

Photos from Isaiah 117 House Greenville SC's post 03/30/2024

Big Money is honored to announce our partnership with Isaiah 117 House for 2024! We're excited to be sharing in the joint mission of reducing trauma for children in foster care, supporting placement families, and easing the burden on the Department of Child Services. Together, we can make a meaningful impact. 🀝❀️

Photos from Big Money Retirement Solutions's post 02/29/2024

Such a fun evening out! Enjoyed celebrating our incredible clients at City Scape Winery - February 26, 2024!

Photos from Big Money Retirement Solutions's post 12/22/2023

Big Money Team Christmas Lunch πŸŽ„ Extra grateful for our amazing team this time of year!

β€œIf you take the team out of teamwork, it’s just work. Now who wants that?”

Photos from Big Money Retirement Solutions's post 12/01/2023

The Big Money Team finishing up shopping for our Angels! πŸŽ„πŸŽ

πŸ”” If you have adopted an Angel from our tree please have all gifts returned to our downtown office by Wednesday the 6th!

11/21/2023

When you know you’re about to hit your retirement goals! 🎯😁

Photos from Big Money Retirement Solutions's post 10/24/2023

We had a wonderful night at our at Top Golf client event!! Thank you to our clients who came out and made the night so memorable and so much fun! Let’s do it again soon! β›³οΈπŸ·βœ¨

Photos from Big Money Retirement Solutions's post 06/20/2023

We had a blast at our Simpsonville office Grand Opening!! We were surrounded by some of our most incredible clients, friends & family! We are looking forward to the next level of service & education we will be able to provide our customers with in this new facility!

06/09/2023

Clem Osborne, and his wife Cheryl Lambert Osborne, representing Big Money at an advisor conference in La Jolla, CA this week!! πŸ‘πŸΌ

06/06/2023

YOU’RE INVITED!! The countdown for the Grand Opening of our Simpsonville office is on!!πŸ₯‚ Join us for live music, drinks & BBQ! πŸŽΆπŸ»πŸ–

Mark your calendars for the 17th, Saturday night at 6:30!! We hope to see you there. If you plan on joining us please let us know by using the link below!πŸ‘‡πŸ½

πŸ”— https://share.hsforms.com/1BDYLx17vS3CALJnoNscmeg5cjb1

06/04/2023

2022 Elite Advisor, adding a new one to the collection πŸ†πŸ˜€

11/01/2022

With our maximum access annuity get your premium back at any time penalty free (The Standard) & with our maximum growth annuity get the highest paying fixed interest rates on the market (Ibexis)

11/01/2022

Fixed Rates Continue to rise! If you are looking for a guaranteed return, this is the best you'll find!
5.35% for 3 years
6% for 5 years
6% for 7 years!

A- Rated
10% withdrawals after the first year
$10,000 Minimum
Full Death Benefit

Book a 5 minute call for more information!
www.bigmoneymeeting.com

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Our Story

We think BIG at Burgess Insurance Group, and enormous successes can happen to those who receive the right coverage early on. We are an insurance agency in Spartanburg, SC, dedicated to helping you make smart choices with your insurance. Our team can help answer your auto insurance, home insurance, life insurance, and retirement planning questions. Contact us to learn more about our insurance agency near me!

Videos (show all)

Interested in converting your Traditional IRA to Roth? We can help, call our office 864-920-3155!
Go to www.pbgc.gov to find out how much your pension is insured for! Need help planning? Call us 864-920-3155
Have a 401K that you have not moved from a prior employer? Let us help you get your financial resources pointed in the d...
A straight shot to hit your financial goals! β›³οΈπŸ’° #holeinone #bigmoney
Wondering what we do at Big Money Management?πŸ’‘πŸ“šπŸ“
Have you left an employer where you had a 401K growing? What you may not know is it may have high fees, limited investme...
Let us help you plan for your retirement!Call 864-920-3155 or visit our websiteπŸ‘‡πŸΌπŸ‘‡πŸΌwww.bigmoneymanagement.com/retirement
Congrats on your new position! We can help to get your prior employer's 401K plan pointed in your new direction, and it'...
In your working years, you need to pay yourself first! By doing this you can create passive income at a young age. Tradi...

Address


110 N MAIN Street
Greenville, SC

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

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