Safe Harbor Retirement Group, LLC is an independent, retirement planning firm offering a comprehensive range of services for retirees and those planning for retirement. Gary J. Sickles founded Safe Harbor Retirement Group in the spring of 2000 with the goal to simplify the retirement planning process and help clients protect the things most important to them and live a worry-free retirement.
As an independent firm, Safe Harbor is able to offer access to a variety of carriers and products enabling clients get more out of their investments and reach their individual financial goals. We have the tools and knowledge necessary to help you achieve your financial goals for retirement.
As an independent firm, Safe Harbor is able to offer access to a variety of carriers and products enabling clients get more out of their investments and reach their individual financial goals. We have the tools and knowledge necessary to help you achieve your financial goals for retirement.
Services
Services
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We offer a variety of retirement plan options including IRAs, business plans such as 401(k), SEP and SIMPLE IRAs, as well as 403(b) plans for non-profit organizations. We believe you need to have income streams you can count on to last your lifetime. There are many different ways to reach this objective.
Ira & Retirement Plans
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If you are like many, your retirement accounts may be your largest asset outside of your home, yet you may not understand proper asset allocation and how retirement assets are passed upon death. Safe Harbor will design a strategy to help you successfully transfer your retirement assets, protecting and preserving them throughout your retirement by avoiding costly mistakes, and ensuring they are then properly passed on in accordance to your wishes.
Annuities
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Annuities can play an important role in your retirement plan. Whether you are trying to increase your retirement savings or you need guaranteed income now, there are annuity solutions that you should consider. Safe Harbor Retirement Group is an independent insurance company, which has access to the best products in the industry by multiple insurance companies and can find the right product for your specific need.
Investments
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We believe no two investors are alike. In order to help clients meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on each individual's investment goals.
Income Planning
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The primary goal of retirement income planning is to have a steady source of lifelong income. Upon retirement, you will look to your portfolio to take over the job of providing you with a regular paycheck, but with an overwhelming number of options for saving and investing, managing your future finances can be difficult.
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