 The
primary business of SBC,
as a registered investment
advisory corporation, is to work
with individual clients to
maximize 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
Linsco/Private Ledger. Strategic
Benefit Consultants has
individuals licensed to transact
securities business in Indiana,
Ohio, Michigan, Kentucky,
Connecticut, Maryland, Virginia,
and Colorado and has individuals
licensed to transact insurance
business in Indiana, Kentucky,
Ohio, Illinois, Florida and
North Carolina. Strategic
Benefit Consultants is not a
subsidiary or affiliate of Linsco Private Ledger. |
