Independent Retirement Planning in Cincinnati, Ohio

Safe Harbor Retirement Group, LLC is an independent retirement planning group located north of Cincinnati on East Business Way, which is connected to Kemper Road. We provide low-risk, personalized investment and wealth management strategies to clients in Cincinnati and the surrounding areas. In addition to retirement planning, Safe Harbor also consults with clients on estate planning strategies, including long-term care, Medicare planning and plans for maximizing Social Security benefits. Our goal is to provide our clients in Hamilton and Warren counties with sound investment advice and balance the risks and fluctuations that we see in the markets.

Investment Resources

As an investment and retirement planning firm, we have worked with countless clients to create a strategy that will help them win their retirement goals. We offer several resources to our clients and prospective clients to help them educate themselves on the importance of retirement planning, understand their risk tolerance at the various stages of life, and provide analysis on the trends that we are seeing in the markets that may affect our Cincinnati clients and their investment portfolios.

Appointments at our Cincinnati office

Our Cincinnati office is conveniently located in northern Cincinnati on East Business Way, off of Kemper Road. If you would like to schedule time to meet with us at our Cincinnati office, call (614) 760-0670 or complete the form below to schedule an appointment.