Retirement Planning in Coconut Creek, FL

Retirement Planning and Retirement Income Solutions

At Strategic Senior Benefits Group, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with a Strategic Senior Benefits Group financial advisor, you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use it as a renewable source of income for retirement.

As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals. Our retirement planning services include strategies that can help you:

  • Generate steady income in retirement
  • Minimize your exposure to market risk
  • Maximize your tax savings

What Are The Best Retirement Investment Plans and Fixed Income Strategies?

Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement.

That’s why some of the best retirement investment plans recommend that you should reduce your exposure to financial strategies that rely on stock market growth once you near retirement. Instead, it makes sense to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings, so you can use it as a source of ongoing income. This is known as Investing for Income.

This does not mean that you cannot remain invested in the stock market once you near retirement. Certified retirement financial advisors and retirement specialists can help those with the ability to endure some level of market risk invest in high dividend-paying stocks as way to enjoy steady income in retirement.

Give our office a call today so we can help you determine if an income-based financial plan is right for you.

Our Services

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.

https://www.sec.gov

Broker Check: https://adviserinfo.sec.gov

A franchise of The Retirement Income Store

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