Our Approach

Doing our best for each and every client

Safe Harbor Wealth Management, LLC is an independent, retirement planning firm offering a comprehensive range of services for retirees and those planning for retirement.

Gary J. Sickles founded the insurance entity, 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 advisory firm, Safe Harbor Wealth Management, LLC 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.

Safe Harbor Wealth Management, LLC has offices located in Dublin, Dayton and West Chester, Ohio.

Tools & Knowledge

We have the tools and knowledge necessary to help you achieve your financial goals for retirement.

  • IRA/401(k) Rollovers
  • Asset Protection
  • Social Security Income Analysis
  • Lifetime Income Planning
  • Wealth Management
  • Medicare Planning
  • Long-Term Care Solutions
  • Estate and Legal Planning
  • Wealth Transfer Strategies
  • Income Planning
  • Tax Services

Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC do not offer tax planning or legal services, but will provide references to accounting, tax services or legal providers. They will also work with your attorney or independent tax or legal advisor.

Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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