Independent Retirement Planning in Dayton, Ohio

Safe Harbor Retirement Group, LLC is an independent retirement planning group located near the Write State Research Institute off of Colonel Glenn Highway. We provide low-risk, personalized investment and wealth management strategies to clients in Dayton and the surrounding areas. In addition to investment planning, Safe Harbor also consults with clients on income planning strategies, long-term care and Social Security planning. Our goal is to provide our clients in Dayton and Montgomery County 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 Dayton clients and their investment portfolios.

Appointments at our Dayton office

Our Dayton office is conveniently located off of Colonel Glenn Highway, next to the Wright State Research Institute. If you would like to schedule time to meet with us at our Dayton office, call (614) 760-0670 or complete the form below to schedule an appointment.