Be confident in your plans for the future.

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Contact Us 888-820-PLAN (7526)

Social Security Analysis

Estate Planning

Long-term Care Planning


Safe Harhour


Helping clients

navigate the challenges

of retirement

Do You Have A Retirement Income Strategy?

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What we do...

Portfolio Analysis

Private Wealth Management

Retirement Planning

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.


  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income guaranteed or could it fluctuate?

Your retirement plan should reflect YOU, and all the things that you will need to pay for.  All the things you want to do, the way you feel about investing and how much risk you need to take in order to secure your retirement.   It should account for all of your sources of income, taxes, required minimum distributions, differing rates of inflation for things such as health care, and for the certainty of continuing swings in asset values.


At Safe Harbour Retirement, we are experts at retirement planning, especially 401k roll-overs.  We work with you to design and implement a plan to prepare you for the years leading up to your retirement. We work collaboratively with job placement firms and large employers throughout Connecticut to secure the best strategy for your particular retirement goals. But your plan doesn't stop at retirement.  We will continue to work with you, monitoring your plan and investments on a regular basis, making modifications and adjustments as needed to help find the best strategies in fluctuating market conditions throughout your retirement years.


Our goal is to deliver retirement plan solutions that are appropriate for you, and provide recommendations for specific actions you can take. We work with multiple solutions because we know that no one-solution works for everyone.


How you invest for your retirement is a decision that will make a difference in how you live the rest of your life.  Our mission is to make  those difficult choices, a little simpler for you.


Income Planning



Contact Us TODAY 888-820-PLAN (7526)

Learn more about our approach to investing and how we can help you reach your goals through a globally diversified portfolio.


Contact Us Today

888-820-PLAN (7526)

find us on

Shelton Office: 1000 Bridgeport Ave., Suite 2D, Shelton, CT 06484

Darien Office: 762 Post Road, Darien, CT 06820

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