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.