No one can predict the future but we can help improve it.
A FEE ONLY FINANCIAL ADVISORY FIRM. UPHOLDING A FIDUCIARY STANDARD
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Strategic Planning, Amazing Results
Our professionals can help to design an estate plan and wealth management strategy to help you meet your life goals.
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Life happens. Plan for it!
Life happens whether we plan for it or not. Structuring your assets and estate properly can help avoid many of the issues that can arise throughout your life.
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Our Business Mission

Bringing clarity to important retirement decisions.
SOCIAL SECURITY
MEDICARE
LONG TERM CARE
FINANCIAL
  • What is a holistic advisor?
  • Our holistic financial services

You don’t need to feel alone when it comes to understanding your retirement decisions.

About Us

We See Your Potential, We Invest in Your Future

Who Is SMG?

SafeHarbor Management Group (SMG) is a full-service insurance and wealth management agency dedicated to providing strategies in the areas of healthcare and wealth management for individuals and businesses.

Be a part of our diverse family

SMG has been protecting individuals, families, and business owners’ most valuable assets, their health, and their wealth. Come find out why thousands of people prefer to do business with us. Our strategies, friendly staff, responsive customer service team are just a few things that set us apart from the rest.

SMG Team

Acquire the tools you need to Live the Life you Love.

Protecting what matters most

Plan more. Worry less. Do you want a secure retirement?

“The Bucket Plan” is a must-read book and system for anyone serious about retiring or in retirement.

Want To Learn How We Can Work Together?

Check out our FAQ to learn more or complete this form and our team will reach out to you:

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Business Hours

  • Monday-Thursday: 9am – 5pm
  • Friday: 9am – 12:00pm
  • Saturday: Closed
  • Sunday: Closed
  • Office: 269-903-2510
  • Toll Free: 1-855-205-4928

Our Locations

  • PORTAGE OFFICE
  • 1300 W. Centre Avenue Suite 103 Portage, MI 49024
  • FLORIDA OFFICE
  • 8891 Brighton Lane, Suite 127, Bonita Springs, Florida 34135
  • SOUTH CAROLINA OFFICE
  • 140 Stoneridge Drive, Suite 430, Columbia, SC 29210
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