Our Company


Safe Harbor Financial Group, LLC, specializes in retirement income planning by implementing insurance and annuity plans.

Safe Harbor Financial Group provides retirement and estate planning to families preparing, nearing or already enjoying retirement. Through our advisors and consultants we also work with; families for College planning, and with Federal and State government employees nearing retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Safe Harbor Financial Group.

After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.