Broker Check
New Hampshire | The Strategic Retirement Benefits Group, LLC

New Hampshire | The Strategic Retirement Benefits Group, LLC

The Strategic Retirement Benefits Group (SRBG) is a top Retirement Plan advisory team specializing in 401(k), 403(b), Cash Balance, Nonqualified Deferred Compensation, and Defined Benefit Plans.  We take great pride in delivering innovative consulting services that result in successful retirement outcomes for plan participants while protecting plan fiduciaries.

SRBG is a thought leader in the retirement plan industry. Our team members are lifelong learners and immersed in our specialty. Our team was recognized as one of the National Association of Plan Advisors (NAPA) Top DC Advisor Teams of 2024.

SRBG opted to join and remain affiliated with IFG due to their steadfast commitment to our success. They use their influential stance within one of the largest independent broker-dealers to advocate for our team and fellow advisors. Their values align with ours, leaving no doubt about their intentions and sincerity. It is truly 1+1=3 with the team at IFG.

www.strategicretirementbenefits.com

Disclosure: The NAPA Top DC Advisor Team list highlights teams self-reported having at least $100 million in DC assets under advisement as of December 31, 2023. Assets under advisement are self reported by the office and not an endorsement of the office by NAPA. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

                                                                                                                                                                                                             

Our Team

Michaela Scott
Principal & Founder, 401(k)/403(b) Advisor
Phone: 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079

Karen Robinson. CPFA®
Director of Retirement Plan Client Services
Phone; 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079

Kathryn Zimmerman
Director of Retirement Education & Financial Planning
Phone: 978-689-6971
23 Keewaydin Drive, Suite 205
Salem, NH 03079