Wealth Management Retirement Planning Pension Maximization Wealth Management Retirement Planning Pension Maximization

Are you ready to take your retirement to the next level?

Our specialty is to generate income from your investments, so you can have the Retirement YOU deserve.

Because your money doesn’t retire, YOU do!

Strategic Senior Benefits Group

We create custom-tailored retirement planning solutions to address your unique set of circumstances and help you make sound financial decisions.

We offer:

● A highly trained staff with over 30 years of experience.
● Fast & efficient service with online or in-person meetings.
● Unique solutions designed around your specific needs and goals.
● Convenient location in Coconut Creek, FL.

Why Choose Strategic Senior Benefits Group?

We take a comprehensive,defensive-minded, and holistic approach to retirement planning that can help protect your retirement savings from stock market risk. The Retirement Income Specialists at SSBG focus on the universe of non-stock market, income-generating investments.

By doing so, we can help to better preserve your retirement savings from stock market risk so that you can use it to help generate renewable streams of income well into retirement.

● Lower the risk to your retirement savings from economic uncertainties.
● Reduce, and possibly eliminate, your exposure to stock market risk.
● Establish renewable streams of income you can count on well into retirement.

How We Can Help Your Retirement

Ongoing Retirement Income

We can help you establish renewable streams of income you can count on well into retirement.

Asset Preservation

Our income-generating investment strategies are designed to help preserve your hard-earned savings.

Tax Minimization Strategies

We can help you avoid paying any more in taxes than you are legally obligated to.

Learn More About How We Can Help

Retirement Expenses

There are some upsides to being a retiree – senior discounts, lower taxes, subsidized healthcare, and regular Social Security…

How Social Security Works

Our financial calculators are designed to provide a general overview of what it takes to plan for a successful retirement.

You're Retired - Now What?

Our tax minimization strategies can help you avoid paying any more in taxes than you are legally obligated to. 

Our Services

Retirement Planning

We’ll help you plan and save for the retirement you’ve always envisioned, based on your specific goals

Income Planning

We assist our clients as they shift from being performance-based investors to being purpose-based investors....

Social Security Maximization

Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize.

Final Expense Planning

Like everything today, funeral costs are rising. It’s not uncommon for funeral costs to run tens of thousands of dollars, potentially leaving loved...

Wealth Management

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them...

401K & Retirement Plan Rollovers

When it comes to growing your money over the long-term, studies have shown that tax advantage...

Preview our short video which illustrates some important facts about saving for retirement. By understanding how certain patterns tend to repeat themselves in the financial markets, you’ll be better prepared to focus on strategies that can help you avoid damaging losses.

If you like what you see, you can sign up to watch the other videos in our financial education series.

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Important Links

Schedule A No-Obligation 15-Minute Consultation​

Click below to schedule a free, no-obligation consultation. In one quick meeting or phone call, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

We’re here to help.

Need to talk to someone now? Call (954) 281-5292.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 281-5292