We have been with Safe Harbor Retirement Group for seven years. They are a full-service company and they have been able to address any concerns related to our need as retirees. Initially they put together a plan for our hoped-for retirement date as well as an alternate which would give us the most bang for our retirement bucks--including when to trigger our Social Security plans. We then met to review and discuss, and Safe Harbor provided us with personalized comprehensive spiral-bound financial plans for retirement. This was provided at no charge, and there was no obligation to join or restrictions on leaving at any time after we joined. Safe Harbor's fees were in line with industry standards, so we agreed to move forward with them and had set up a date to retire.
A few months later, stressful circumstances led us to call Cory Sickles one particularly frustrating Monday--eight months before our target date to express our urgent need to retire ASAP. We met on Wednesday at his office and asked how soon could retire and what would it take, and Cory smiled and said, "You can retire right now! It will take about two to three weeks to get your accounts payable, but I will write a check to cover you until then." Our stress was immediately ameliorated, so we proceeded to give a month's notice to our employers and retired together. Since then, we have depended on Cory and his company associates to advise us with their various expertise in any matter that has come up, as well as having them provide excellent financial advice. We have enjoyed the security provided of knowing we have experts with our best interests at heart looking out for us. It has been worth every penny spent and everyone at Safe Harbor Retirement Group has been a pleasure to work with. read more
