Wealth Management in Coconut Creek, FL

Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. Strategic Senior Benefits Group provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.

Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

Strategic Senior Benefits Group provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their families and heirs in the most tax-efficient manner.

Comprehensive Wealth Preservation Services

For more than two decades, the wealth management consultants at Strategic Senior Benefits Group have helped affluent families in the Coconut Creek area grow and preserve their wealth with services that include:

  • IRA Legacy Planning
  • Long-Term Care Policies
  • Asset Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies

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.

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