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:

Tax Preparation and Planning

Tax Preparation and Planning

Fiduciary Advisor

Fiduciary Advisor

Final Expense Planning

Final Expense Planning

Medicare Supplement and Advantage Plans

Medicare Supplement and Advantage Plans

Legacy Services

Legacy Services

Pension Maximization

Pension Maximization

401K & Retirement Plan Rollovers

401K & Retirement Plan Rollovers

Income Planning

Income Planning

Retirement Planning

Retirement Planning

3730 Coconut Creek Parkway, Suite 202
Coconut Creek, Florida 33066
Copyright © 2022 Strategic Senior Benefits Group. All Rights Reserved.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of The Retirement Income Store and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Strategic Senior Benefits Group and Sound Income Strategies, LLC are not associated entities. Strategic Senior Benefits Group is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

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