Our mission is to educate, guide and safeguard our clients and their families through the challenges of retirement,
by pre-planning for future retirement income and asset protection.
Our team of advisors meet the highest standards of education, experience and integrity. Safe Harbour Retirement advisors have over 30 years of experience helping people with their financial future.
Board of Advisors
Rob Brinkman is the Founder of Safe Harbour Retirement, LLC and has been an Advisor for 31 years, opening his first investment firm for Edward Jones in 1987.
He has been a Registered Principal and Executive for one of the largest Investment/Insurance companies in the world. He speaks Internationally and was selected by Jim Collins, author of the New York Times Best Selling book Built to Last, to panel his pre-release of the again Best Selling book Good to Great.
For the past decade Rob has been focusing on mentoring and coaching business owners and the high net-worth on how to leverage their success more toward a life of meaning and significance.
An expert with tax and investment issues, he writes blogs www.robbrinkmanacademy.com and produces video ‘white boards’ for numerous websites every month.
Dan Reens is a Registered Investment Advisor with the State of Connecticut. He has been the Chief Operating Officer for three companies and has over 25 years’ experience in business management. He has been an engineering consultant to the building mechanical engineering field for over 15 years where he developed a high degree of trust and success. He is considered an expert in the building humidification field and also an inventor with five (5) patents. He graduated with a degree in Economics from Boston University and with a minor in Physics from NTC.
Dan was concerned with the economic market upheavals of the last decade and how, without the right preparation, they can destroy people’s wealth along with their retirement plans. Dan is now taking his proven analytic and management skills and applying them to retirement planning and wealth management at Safe Harbor Retirement.
Sarah pioneered the Elder Care practice for Safe Harbour Retirement out of her passion for helping the elderly. She began her work in the medical field as a cardiac specialist, with a degree from NYU. She has worked at prestigious Mt. Sinai Cardiovascular Institute and still sees patients 1-2 days a week in Greenwich and Fairfield.
Patients consistently share their concerns and frustrations surrounding their life in retirement. Will their income last? Can they afford Long Term Care? What about their children and grandchildren? Sarah realized there was a huge void where her older friends were concerned and through the Elder Care practice she helped build an expertise in the Veteran's Aid & Attendance benefit.
Bill Jolly was the president, director of Procter & Gamble Indonesia. During his long tenure at P&G he also held positions as the marketing manager for Singapore and Korea; regional marketing director, Singapore; and managing director, Hong Kong. After Procter & Gamble Bill was vice president, worldwide consumer products - Asia Pacific Region with Scott Paper located in Hong Kong. Bill is currently an investment banking executive with Scarsdale Equities, assisting in the areas of capital formation, M&A advice, corporate governance and strategic planning. Also he is active on several boards of directors. He graduated with a B.A. degree from Duke University and holds an MBA from the University of North Carolina at Chapel Hill.
Fred has one of the largest private tax practices in Connecticut, specializing in Professional Service Companies, Retail and Distribution, Real Estate, Entertainment and Athletic Industries, Manufacturing, Non-Profit Organizations including Housing Authorities and Cooperatives.
Fred also performs audits of housing authorities and cooperatives and provides tax-efficient strategies for investments, retirement plans, gifting, student financial aid, and elder care.
Ken is a 34-year veteran of the financial services and insurance industries, having begun his career in 1979 at Dean Witter Reynolds. He founded his own Private Wealth Management Company in 1988 and retired in 2015. Ken has been a Registered Investment Advisor with the Connecticut Department of Banking and a Registered Principal with Linsco/Private Ledger Corporation.
Learn more about our approach to investing and how we can help you reach your goals through a globally diversified portfolio.