Are you ready to take your retirement to the next level?
Our specialty is to help 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 customized retirement planning solutions to address your unique 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 and defensive-minded approach to retirement planning that can help protect your retirement savings from common risks. The Retirement Income Specialists at SSBG focus on the universe income-generating investment strategies.
By doing so, we can help you better protect and preserve your investment principal so you can use it to generate renewable streams of income throughout retirement. We’ll show you how to:
● Lower the risk to your retirement savings from economic uncertainties.
● Reduce, and possibly eliminate, your exposure to market risk.
● Establish renewable streams of income you can count on throughout retirement.
● Grow your portfolio more safely through strategic reinvestment.
How We Can Help Your Retirement
Ongoing Retirement Income
We can help you establish renewable streams of income you can count on throughout 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
While there are some financial upsides to being retired, there are also many challenges unique to Americans in or approaching retirement age.
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 help our clients make the shift from focusing on portfolio growth to focusing on asset protection and retirement income.
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. Proper planning is crucial.
Wealth Management
We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner.
401K & Retirement Plan Rollovers
Rolling over a 401(k) or other retirement plan can potentially provide you with access to more investment options while also helping to lower the fees you pay.
Click here to preview a short, animated video about seven common risks connected with retirement planning and how to avoid them. By recognizing and understanding these risks, you’ll be better prepared to build a sound financial strategy designed to protect your assets and provide reliable income for as long as you need it.
If you like what you see, you can sign up to watch the other videos in our financial education series.
Sign Up for Our Free Financial Educational Video Series
Resources
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.
