SMG - SafeHarbor Management Group

SMG - SafeHarbor Management Group SafeHarbor Management Group (SMG) is a full-service insurance and financial services agency dedicate Who Is SMG? Will we run out of money too soon?

SafeHarbor Management Group (SMG) is a full-service insurance and financial services agency dedicated to providing strategies in the areas of financial and healthcare for individuals and businesses. Be a part of our diverse family
SMG has been protecting individuals, families, and business owners’ most valuable assets, their health, and their wealth. Come find out why thousands of people prefer to

do business with us. Our strategies, friendly staff, responsive customer service team are just a few things that set us apart from the rest. Planning for your LIFE
Life is already complicated and you shouldn’t be alone when facing uncomfortable questions such as will we have enough money to retire? What happens if I need an Extended Care stay? Are my assets protected against the estate recovery act? Am I paying too much for my healthcare? This is why we are here with our Life Plan, find out all these answers and more by coming to one of our many workshops.

** Advisory services offered through SMG Financial, a Member of Advisory Services Network, LLC. Insurance products and services offered through SMG Health. Advisory Services Network, LLC and SMG Health are not affiliated.

08/31/2026
Estimating Social Security Benefits for Retirement in Kalamazoo, MIHow Can Kalamazoo, MI Residents Find Out Their Social...
08/30/2026

Estimating Social Security Benefits for Retirement in Kalamazoo, MI

How Can Kalamazoo, MI Residents Find Out Their Social Security Benefit Amount? Social Security plays a foundational role in retirement planning across the community, yet the exact benefit you might...

Read more:

How Can Kalamazoo, MI Residents Find Out Their Social Security Benefit Amount? Social Security plays a foundational role in retirement planning across the commu

08/27/2026

Many people ask Retirement Joe Garcia, "If I'm on an Advantage plan, how do I switch to a Medicare supplement?". Joe answered this question in his recent HelloNation podcast (https://bit.ly/4xjXfwS). Watch the video below to hear his answer.

Retirement Joe Garcia, is proud to share his expert insights on Medicare and planning for your future through his recent...
08/25/2026

Retirement Joe Garcia, is proud to share his expert insights on Medicare and planning for your future through his recent podcast with HelloNation.

Watch the full conversation here: https://bit.ly/4xjXfwS

How Much Can You Safely Withdraw from Your Retirement Savings Each Year in Kalamazoo, MI?What Is a Reasonable Annual Wit...
08/23/2026

How Much Can You Safely Withdraw from Your Retirement Savings Each Year in Kalamazoo, MI?

What Is a Reasonable Annual Withdrawal Rate for Retirement? Most retirement income planning in Kalamazoo starts with the question: How much can I draw from my savings each year without...

Read more:

What Is a Reasonable Annual Withdrawal Rate for Retirement? Most retirement income planning in Kalamazoo starts with the question: How much can I draw from my s

Wishing you a wonderful and relaxing weekend! Remember, we're here to help with all of your retirement planning and Medi...
08/21/2026

Wishing you a wonderful and relaxing weekend! Remember, we're here to help with all of your retirement planning and Medicare needs. If you have any questions or would like to schedule a review, don't hesitate to reach out. We look forward to serving you!

Best Retirement Account Options for Employees Nearing Retirement in Kalamazoo, MIWhat Retirement Accounts Are Most Usefu...
08/16/2026

Best Retirement Account Options for Employees Nearing Retirement in Kalamazoo, MI

What Retirement Accounts Are Most Useful for Employees Approaching Retirement in Kalamazoo, MI? For Kalamazoo residents aged 59½ and older, the best retirement savings vehicles are those that maximize income...

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What Retirement Accounts Are Most Useful for Employees Approaching Retirement in Kalamazoo, MI? For Kalamazoo residents aged 59½ and older, the best retirement

Have a safe and wonderful weekend.
08/14/2026

Have a safe and wonderful weekend.

Address

6964 West Q Avenue
Portage, MI
49009

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+12699032510

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