Could Your Portfolio be

Working Harder?


Let us Show you how your portfolio might fare

in the future by comparing your current asset allocation

to a recommended target allocation.

OUR services

Portfolio Analysis

Private Wealth Management

Retirement Planning

Estate planning


Income Planning

Long-term Care Planning

Social Security Analysis

We take you through the 3 main stages of retirement funding including


Accumulating and investing for the future throughout your career

Selecting the best and most appropriate annuity at retirement

Keeping options open and tax to a minimum throughout retirement

We will help you plan to achieve the individual retirement lifestyle you desire, a tailored solution to meet your needs and feel confident that the decisions you're making today will help achieve your goals tomorrow.


Financial Planning

Our planning strategies take many variables into consideration. We look at the what-ifs and provide each client with a range of potential outcomes.

Together, we will develop a plan to deliver an acceptable probability of success to meet your financial goals.



Quality Service

Your customized plan will be comprehensive, integrated, dynamic and completely responsive to unique individual circumstances.  We will explain all the options so you are comfortable and confident in your decisions. When your plan is complete, you'll enjoy levels of clarity and control. And we'll always be available if you have questions, or are ready to make changes.




When it comes to investing, there's no such thing as a "one size fits all" solution. Safe Harbour Retirement is not limited to one provider or product for your investments. We bring the global marketplace of investments to your portfolio.  We only offer solutions that are in our clients best interest.



Risk Management

Since we are independent, we can offer solutions and not products that best mitigate your risk management needs.

Be confident in your plans for the future.

Contact us for a complimentary consultation today.

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

Visit our academy site