Fiduciary Advisor in Coconut Creek, FL

Fiduciary Financial Advisors in Coconut Creek, FL

Because investment approach is critical to your success in retirement, choosing an advisor whose expertise aligns with your objectives is one of the most important decisions you will make. Additionally, keep in mind that an advisor who is bound by fiduciary responsibility will always be held to the standard of making recommendations which are in your best interest.

Wealth Planning in Retirement

Taking a growth-oriented approach may be suitable during your earlier working years, when accumulation is your number one priority and you have the time to ride out potential market downfalls.

However, as you near retirement, the need to transition to an income-based approach arises. This shift will accommodate the distribution stage of your life, simply because it is during this stage that you lose the luxury of time. While you may still have 20-40+ years to live, your timeframe should be measured between now and when you will begin to draw an income from your portfolio.

That’s why, as you near retirement, it makes sense to work with a financial advisor who understands the best ways to help preserve your principal, so you can use your savings as a renewable source of steady income you can count on.

Speak to a Financial Advisor

With a no-obligation consultation, our financial advisors can help to determine if you’re on the right path to enjoying the retirement of your dreams. If you’re not, we can help you make the necessary adjustments.

Our Services

3730 Coconut Creek Parkway, Suite 202
Coconut Creek, Florida 33066
Copyright © 2023

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 Retirement Income Source 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 Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
Broker Check:

A franchise of Retirement Income Source

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