Our Services

Financial Services

We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of investment management services that can help them enjoy greater financial peace of mind in retirement.

For more than three decades, Strategic Senior Benefits Group has helped clients achieve their long-term financial goals through comprehensive financial planning services that include:

professional-tax-preparer

Tax Preparation and Planning

Fiduciary

Fiduciary Advisor

2880x1800_Maroon_Bells_CO_Youen_California

Final Expense Planning

ars-new

Medicare Supplement and Advantage Plans

living-new

Legacy Services

iStock-157697054

Pension Maximization

iStock-849834378

401K & Retirement Plan Rollovers

slide1

Income Planning

Retirement Planning

Retirement Planning

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