Specializing in Retirement Planning in Fort Lauderdale, FL

Retirement Advisors in
Fort Lauderdale, FL

Retirement planning services for people in or near retirement.

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We Can Help You

  • Ensure you do not outlive your retirement savings
  • Understand exactly how much you will need to retire
  • Determine what a “successful retirement” means for you
  • Maximize your retirement income
  • Preserve your savings
  • Establish renewable streams of income you can rely on during retirement
  • Minimize your exposure to stock market risk
  • Maximize your Social Security benefits, including those for spouses, survivors, and divorcees
  • Decide what type income pension options are best for your situation
  • Manage and prepare for healthcare costs during retirement
  • Ensure your assets will be there for those you love with Estate Planning
  • Understand the benefits of traditional IRA to a Roth IRA conversions
  • Minimize your taxes allowing for more preserved wealth

Plus other retirement planning tips and strategies that will help you achieve your retirement goals.

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Our address is 3730 Coconut Creek Parkway, Suite 202, Coconut Creek, FL 33066.
Call 954-281-5292 for detailed directions.

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3730 Coconut Creek Parkway, Suite 202
Coconut Creek, Florida 33066

Boca Raton

Broward

Coral Springs

Fort Lauderdale

Margate

Tamarac

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Strategic Senior Benefits Group. All Rights Reserved.

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