About Strategic Senior Benefits


Our Story

There are approximately 76 million people in the U.S. who are a part of the Baby Boomer Generation, and each day, 10,000 Baby Boomers turn 65. In fact, today, tomorrow, and every day until 2029, 10,000 Americans will reach their 65th birthday.

Unfortunately, the bottom line for most Baby Boomers is that they really can’t rely solely on Social Security for the income they’ll need during retirement. The good news is, that by properly coordinating Social Security with the rest of your retirement resources, including pensions, IRAs, 401(k)s, and 403 (b)s, you can achieve the comfortable retirement you’ve always envisioned.

However, with the cost of living constantly on the rise, it’s become more important than ever for you to keep yourself educated and seek advice from financial professionals that specialize in handling the needs of those who are retired, or close to retirement age.

The goal at the Strategic Senior Benefits Group (SSBG) is to create custom-tailored retirement solutions to address your unique set of circumstances and to help you make sound financial decisions.

While other firms might focus on sales quotas and pushing the “product of the week” on their clients, we take a more comprehensive and defensive-minded approach that can help protect your retirement savings from stock market risk.

While many financial advisors might suggest a buy-and-hold strategy that’s centered largely around stock market-based investments, the Retirement Planning 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.

Our Approach

Most prudent people would agree that the practical use of renewable energy is essential for our long-term wellbeing, so we never run out of something as important as energy.

When it comes to investing for income, informed investors are employing the same concept.

After the disappearance of traditional pension plans and two major stock market drops since the turn of the century, Baby Boomers know that the game has changed. They know the onus is on them to protect their assets and financially prepare for retirement.

At the Strategic Senior Benefits Group (SSBG), we can help protect your hard-earned savings from stock market risk so that you can use it to help create renewable streams of income, in the form of interest and dividends. Let’s face it, during retirement you’ll need income to cover your day-to-day living expenses.

There are many aspects of income-based investing that make it a practical choice for investors in or near retirement, particularly risk reduction. You can actually take on less stock market risk while generating ongoing income to cover the expenses of the activities you plan on enjoying during retirement—like playing golf, taking a well-deserved cruise, or traveling to visit family.

Give us a call today to schedule an appointment to sit down with one of our Retirement Planning Specialists so we can provide a free financial analysis to make sure you and your retirement savings are on the right track.

Skilled & Highly Trained

Our Team

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