The
primary business of SBC, as a wealth management corporation, is to work with individual clients to
manage current
income and/or cash flow both taxable and tax free, and/or create
long-term capital appreciation using prudent financial planning
techniques depending on clients' needs, risk tolerances and assets.
This would include diversification of assets, long-term income,
distribution planning and investment planning and the use of
insurance where appropriate.
Strategic Benefit Consultants Associates are registered
representatives with, and securities products and services are
offered through LPL Financial. Strategic Benefit Consultants
has individuals licensed to transact securities business in IN, CO,
FL, ME, NJ, and TX. Strategic Benefit Consultants is not a subsidiary or affiliate of
LPL Financial.
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