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  • 8891 Brighton Lane
  • Bonita Springs, FL 34135
(239) 319-3062
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Financial planning and retirement strategy firm helping individuals navigate Medicare, Social Security, and income planning with

Since 2004, SMG SafeHarbor Management Group has provided personalized financial planning designed to help individuals and families prepare for a confident retirement. Our team serves Bonita Springs, FL and beyond. We specialize in retirement income planning, Medicare guidance, Social Security strategies, insurance planning, and long-term financial protection. We work closely with clients to understand their goals, lifestyle, and future needs, creating customized strategies that help protect asse...

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  • SMG SafeHarbor Management Group

  • 8891 Brighton Lane
  • Bonita Springs, FL 34135
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