At Safe Harbor Retirement Group, LLC, we are dedicated to providing comprehensive retirement planning services to help individuals and families achieve their financial goals. Our team of experienced professionals is committed to delivering personalized advice and guidance to ensure that your retirement years are secure, enjoyable, and fulfilling. With offices in Dublin, Easton, Dayton, and West Chester, Ohio, we proudly serve the local community and beyond.
Our Approach
At Safe Harbor Retirement Group, LLC, our approach to retirement planning is centered around providing a holistic understanding of our clients' financial goals and aspirations. We take the time to understand your unique financial situation, risk tolerance, and investment preferences to develop a customized plan tailored to your specific needs. Our team of experts will work closely with you to identify areas for improvement, optimize your investment portfolio, and provide guidance on tax strategies and estate planning.
Our Services
Our comprehensive range of services includes:
- Annuities: Fixed or Multi-Year Guaranteed Annuities, Fixed Index Annuities, and Immediate Annuities
- Estate Planning: Ensuring your legacy and loved ones are protected and provided for
- Income Planning: Converting part of your retirement funds into a stream of lifetime income payments
- Investment Management: Portfolio analysis and management to optimize your investment portfolio
- IRA & Retirement Accounts: SEP-IRA, Solo 401(k), Traditional IRA, Roth IRA, and Rollover IRA
- Life Insurance: Term Life Insurance, Indexed Universal Life Insurance, and Whole Life Insurance
- Long-term Care: Protecting your assets and ensuring your long-term care needs are met
- Social Security: Maximizing your Social Security benefits and ensuring you receive the maximum amount
- Tax Support: Minimizing tax liability now and in the future to grow and preserve your assets
- Generational Vault: A comprehensive review of your financial situation and a customized plan for your heirs
Why Choose Us
At Safe Harbor Retirement Group, LLC, we stand out from the competition with our commitment to personal service, comprehensive planning, and ongoing support. Our team of experts is dedicated to helping you achieve your financial goals and ensure a secure and enjoyable retirement. With offices conveniently located in Dublin, Easton, Dayton, and West Chester, Ohio, we proudly serve the local community and beyond.
Get Started Today
Take the first step towards securing your financial future. Contact us today to schedule a complimentary meeting with one of our experienced financial advisors. We look forward to helping you achieve your retirement goals.
Overview of Safe Harbor Retirement Group
About the Company
Safe Harbor Retirement Group is a retirement planning company that has received overwhelmingly positive reviews from its clients. The company's president, Cory Sickles, and its team of professionals have been praised for their knowledge, guidance, and personalized approach to helping individuals prepare for and navigate retirement.
Key Strengths
- Knowledgeable and Trustworthy: Clients have expressed their appreciation for the company's knowledgeable and trustworthy staff, particularly Cory Sickles, who has been instrumental in helping them make informed decisions about their retirement plans.
- Personalized Approach: The company's personalized approach has been praised by clients, who appreciate the time and effort taken to understand their individual needs and circumstances.
- Professionalism and Communication: Clients have commended the company's professionalism, communication, and responsiveness, which have instilled a sense of security and trust in their financial futures.
- No Hidden Fees: The company's transparency regarding fees has been appreciated by clients, who have found the fees to be fair and reasonable.
Client Experience
Clients have expressed their satisfaction with the company's services, citing the helpful guidance and support they have received in navigating retirement planning, including rollovers, Social Security, and Medicare. The company's team has been praised for their patience, professionalism, and willingness to answer questions and provide explanations.
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