Overview

Safe Harbor Retirement Group takes a personalized approach to investment management, tailoring our advice and recommendations to each client’s unique financial goals, risk tolerance, time horizon, and income needs. We recognize that no two clients are alike, which is why our investment strategies are customized to align with individual objectives. To enhance our services, we partner with Gradient Investments, LLC (GI), a fee-only investment manager specializing in actively managed portfolio strategies. As an SEC-registered investment advisor, GI offers access to over 20 proprietary portfolios, managed by their president, Michael Binger, CFA, and a team of experienced portfolio managers.