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:

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

Wealth Management

Wealth Management

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