Greg Jordan - CLTC
Senior Benefits Group is a family owned business located conveniently in Rock Hill, South Carolina.
We are dedicated to providing honest and ethical solutions to our clients insurance and financial needs.
Our owner, Gregory Jordan, maintains constant education as the key to providing the service our clients deserve. With over 50 years of combined experience in the field, Senior Benefits Group is positioned as the “premier” agency in the greater Charlotte region to handle all of our clients needs.
We are state approved and licensed in South Carolina, North Carolina, Tennessee, Georgia, Florida, Pennsylvania and Louisiana. Senior Benefits Group is a proud A+ rated business with the Better Business Bureau.
At Senior Benefits Group, we specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years. If you’re interested in talking with us, contact us today through our website or by phone at (803) 366-6517.
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
At Senior Benefits Group, we have a mission to provide our clients with the tools and knowledge they need to make a proper decision in today’s uncertain time. Most individuals in or near retirement have three financial legs to support them in their retirement years:
Social Security benefits
Qualified retirement savings [401(k), IRA, 403(b), etc.] on which taxes have not yet been paid
Non-qualified savings and investments on which taxes have been paid on the principle and possibly some or all of the earnings
By carefully coordinating the use of these three sources of money, the typical retirement-minded couple can add up to 20% to the after-tax income and afford a better retirement lifestyle. Unfortunately, most couples in or near retirement overlook the importance of coordinating the uses of their available money. The results end up being higher taxes and lower lifestyles in retirement. Both can be avoided!
