Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help you reduce these risks through a wide range of services and solutions, including:

Retirement Planning Services | Senior Benefits Group Rock Hill SC

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

Estate Planning | Senior Benefits Group Rock Hill SC

Medicare Assistance

Determining which Medicare plan is right for your needs is very important when transitioning off of an employee group insurance plan.

Income Strategies | Senior Benefits Group Rock Hill SC

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

Long Term Care | Senior Benefits Group Rock Hill SC

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

Insurance Reviews | Senior Benefits Group Rock Hill SC

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

Tax Planning | Senior Benefits Group Rock Hill SC

Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

Estate Planning | Senior Benefits Group Rock Hill SC

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Employee Benefits | Senior Benefits Group Rock Hill SC

Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

Investment Strategies | Senior Benefits Group Rock Hill SC

Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.