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.
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.
