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
LPL Financial. 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 LPL Financial.
SBC
appears in Forbes magazine.
Click here for the article
2009
FIVE STAR Best in Client
Satisfaction Wealth Manager
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