First Benefits Group, Inc.
About
We work with clients in the "Red Danger Zone." Six years before and after retirement. The decisions you make in this time zone may have to last a lifetime.
Social Security - when is the best time?
Medicare - maze of confusion
What can I do to the return and efficiency of my money without taking any additional risk?
fbg360.com
Our expertise is increasing cash flow in retirement without increasing market risk. We can demonstrate that there is more to be gained by avoiding than picking appartent winners.
Highlights
4 employees
29 years in business
Serves Sarasota, FL
Offers online services
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
Discovery
Educate
Analyze
Strategize
Verify
Implement
Monitor
What education and/or training do you have that relates to your work?
Been in Financial Services Industry for over 25 years.
Prior national trainer for Circle of Wealth., a conceptual planning system for non-traditional thinking about money.
Services offered
Financial Services And Planning