Sound investment advice and planning tools for those pursuing their financial goals.

Safe Harbor Retirement Group is a full-service, independent financial advisory firm with offices in Dublin, Easton, Dayton & West Chester, Ohio.

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We Offer a Comprehensive Line of Services Including:

Portfolio Analysis

Identify better ways to allocate your resources with the goal of increasing investment performance

Tax Preparation / Planning

Minimize tax liability now and in the future to grow and preserve assets and generate tax-free income

Estate Planning

Ensure you and your loved ones are prepared and protected for the future

Avoid 401(k) Mistakes

Understand the rules and pitfalls before rolling over your workplace retirement assets

Social Security Maximization

Increase your Social Security benefits by potentially thousands of dollars over your lifetime

Annuity Income Planning

Convert part of your retirement funds into a stream of guaranteed lifetime income payments

7 Essentials
for a Successful Retirement

This 30 minute on-demand presentation is full of fundamentals important for any secure retirement. 

Buffered Index Portfolio

Discover an investment opportunity to grow your money with reduced risk

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Color of Money Risk Analysis

Take a short quiz to learn your personal risk tolerance score

Take the Quiz


Financial Videos

Visit our channel to watch short videos on an array of financial topics

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Schedule Your Complimentary Meeting

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