Founded 2009 • Angie's List since October 2011
Safe Harbor Retirement Group LLC is an independent, financial planning firm offering a comprehensive range of services for retirees and those planning for retirement. Focusing on designing strategies that secure wealth and reduce risk, while also assisting in all of the necessary legal estate planning, including trusts and power of attorney documents to provide peace of mind as your assets grow. As an independent firm, Safe Harbor is not limited to a handful of products or providers, but represents virtually every carrier available to help you get more out of your investments and reach your financial goals. Additional DBAs - Safe Harbor Retirement Group of Ohio LLC, Safe Harbor Wealth Management LLC. Award winning.
Health (Individual & Group) Short Term Medical (In Between Jobs) Business & Commercial Dental Vision Disability Life Auto/Truck Commercial Auto 401k/Financial Management Retirement Planning College Planning Home HSA/HRA/FSA Plans Section 125 Plans Long-term Care Wellness Programs COBRA Administration Third Party Administration Cancer Critical Illness Mini-Medical Plans
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