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
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.
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 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.
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.
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.
Reviews (10)
Gary Bruegge
Jul 21, 2021
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Jody
May 18, 2021
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Joyce P.
Apr 24, 2021
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Irene Snyder
Apr 10, 2021
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We have been with Safe Harbor Retirement Group for seven years. They are a full-service company and they have been able to address any concerns related to our need as retirees. Initially they put together a plan for our hoped-for retirement date as well as an alternate which would give us the most bang for our retirement bucks--including when to trigger our Social Security plans. We then met to review and discuss, and Safe Harbor provided us with personalized comprehensive spiral-bound financial plans for retirement. This was provided at no charge, and there was no obligation to join or restrictions
Debbie Kress
Mar 17, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Cory at Safe Harbor has helped us not only in our retirement choices and savings, but also directed us for help in Medicare, supplemental insurance and wills. We are very happy with Safe Harbor and especially with Cory. No pressure, easy to talk to and very professional.
Cory at Safe Harbor has helped us not only in our retirement choices and savings, but also directed us for help in Medicare, supplemental insurance and wills. We are very happy with Safe Harbor and especially with Cory. No pressure, easy to talk to and very professional.
Brooke Gorsuch
Nov 27, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Safe Harbor is an excellent company to work with when planning for retirement. Cory Sickles is very attentive and worked very closely with me to understand my financial needs. I am confident in Cory's suggestions and decisions when investing.
Safe Harbor is an excellent company to work with when planning for retirement. Cory Sickles is very attentive and worked very closely with me to understand my financial needs. I am confident in Cory's suggestions and decisions when investing.
Frank Schutz
Nov 06, 2020
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Cory and all those at Safe Harbor have been a pleasure to work with. They give us the facts, their recommendations and let us decide. They also reach out to us whenever they think any kind of a move will be helpful. We began with them a few years before I retired and we have stayed with them since. I highly recommend Safe Harbor Retirement Group
Christine Hofmeister
Oct 26, 2020
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I feel totally secure knowing that my finances are protected with Safe Harbor. Cory always has my best interests in mind, and he keeps me informed about what changes are happening. My portfolio has really grown since becoming a client. Cory is very personable, professional, and I trust him completely.
Kathy was invaluable this year in helping me sign up for Medicare.
I would totally recommend Safe Harbor for financial planning and retirement needs!
Kathy was invaluable this year in helping me sign up for Medicare.
I would totally recommend Safe Harbor for financial planning and retirement needs!
Patty Glandorf
Oct 25, 2020
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My husband and I went to a retirement seminar of Safe Harbor's years ago. We felt very comfortable with their recommendations and explanations and have been with them for over 6 years now. They respond quickly when we have questions. Cory is always willing to talk to us when we need an explanation and advice. Their team of employees are very professional. Would highly recommend Safe Harbor and we have to many of our friends.
Tina Tennar
Aug 29, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Cory has been very helpful to us in making decisions about our retirement and investments. We have never had a problem getting hold of him and he makes every effort to meet with us at our convience. We highly recommend him and Safe Harbor for all you financial and retirement needs ! Thank You Cory
Cory has been very helpful to us in making decisions about our retirement and investments. We have never had a problem getting hold of him and he makes every effort to meet with us at our convience. We highly recommend him and Safe Harbor for all you financial and retirement needs ! Thank You Cory
