PROVIDER BACKGROUND

 

Whether you’re buying a home, preparing to send kids to college, planning for retirement, or simply building an emergency fund, these are all life changing situations.  We can help you plan for the moments that matter most to you, allow us to help you put things into perspective.

 

Based in South Florida with offices throughout the southeastern U.S., SBG Benefits is the result of a strategic partnership with one of the largest Insurance and wealth management firms in the southeastern United States.

 

Our mission is to ensure that our clients achieve happiness by making wise decisions regarding their finances. We work with individuals and families to offer customized services that are tailored to help meet their specific needs and priorities. We begin by discovering what is important to you and end with a plan that reflects that, emphasizing forward progress toward achieving clearly established goals and objectives.

 

As your life changes, we’ll be sure to contact you regularly to ensure your financial strategy continues to fit your objectives. When you need us, we’ll be there for you and for your loved ones.

Finding the right solution for your personal or business goals requires us to pay attention to the circumstances of your unique situation. Our six-step process is designed to ensure you get on course and remain on course to achieving your goals.

 

• Identify. Before we recommend any product or service, ask questions and get to know you and your unique situation and goals.
• Gather Information. Once we have a clear understanding of your goals, we gather documents and other information to work out what assets and liabilities you have before giving advice
• Analyze. After we gather information we then analyze your portfolio and policies to create our custom financial plan which is your road map to achieving your goals
• Present Custom Plan. After analyzing, we present your custom goal-based plan which will allow you to make informed decisions.
• Implement. Once you are satisfied and ready to be on the path to achieving your goals, we work with you to implement your strategies.
• Accountability. Because your goals and financial situation will change over time, we continue to work with you over time through regular reviews so you can continue to meet your goals.