Selective Benefits Group (SBG) is a comprehensive financial planning firm focusing on retirement planning services. Our strength is in helping business owners solve liquidity issues and in assisting plan participants in achieving financial growth and stability in their retirement portfolios.

Additionally, we serve individuals and businesses in all areas of financial management, including: 
    *  Tax management
    *  Estate planning
    *  Risk management (life, disability, and long term care insurance)
    *  Education funding
    *  Investment Planning
    *  Employee and executive benefits evaluation, consultation, and communications
  
SBG has developed retirement alliance programs with CPA's, banks, law firms, and property/casualty firms.

Our associates hold series 6, 7, 24 & 63 NASD licenses. In addition our associates hold life and health license with industry designations including CFP and CLTC.

Selective Benefits Group

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Selective Benefits Group

Org chart

Teams

Offices

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