Selective Benefits Group Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Selective Benefits Group (SBG) is a financial planning firm focused on retirement planning, with a core emphasis on addressing liquidity challenges for business owners and helping plan participants build and stabilize retirement portfolios. The firm also supports individuals and businesses in broader financial management areas, including tax and estate planning, risk management through life, disability, and long-term care insurance, education funding, investment planning, and benefits evaluation and communication for employees and executives. Based in Morristown, New Jersey, SBG operates within the financial services industry and collaborates through retirement alliance programs with CPAs, banks, law firms, and property/casualty firms to expand its outreach and services. The team holds securities licenses and professional designations such as CFP and CLTC, reflecting a foundation in comprehensive financial guidance for both individuals and business clients.

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