Wealth Management in Coconut Creek, FL

Wealth Management

Wealth and Investment Management Strategies

At Strategic Senior Benefits Group, we provide attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies. We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family.
We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner. Our Wealth Management services include:

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

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Our Services

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3730 Coconut Creek Parkway, Suite 202
Coconut Creek, Florida 33066

Boca Raton

Broward

Coral Springs

Fort Lauderdale

Margate

Tamarac

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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.

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