Safe Harbor Wealth Advisors

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Safe Harbor Wealth Advisors We know financial situation and needs change during each stage of life and into retirement years.

Safe Harbor Wealth Advisors is an independent Registered Investment Advisor firm that offers a comprehensive range of wealth management services for anyone planning for retirement, nearing retirement, or already retired. Safe Harbor Wealth Advisors, LLC is an independent, full-service retirement planning firm offering a comprehensive range of services for retirees and those planning for retirement. As an independent firm, we are not limited to a handful of products or providers — we represent virtually every carrier available to help you get more out of your investments and reach your financial goals. Together, we will establish a plan that recognizes your asset accumulation, protection, and income-planning objective so you can safely navigate your retirement path and ensure your wealth is appropriately transferred and realized by future generations.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden...
10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/11/2026

Why Predictable Pension Income Can Make Retirement Budgeting Easier

Pension Decisions: Lump Sum vs Monthly Payments - Which Is Right for Your Retirement | Financially Fit Radio

Full Episode: https://bit.ly/4iW30N1

10/10/2026

The Pension Question Married Couples Shouldn’t Overlook

Pension Decisions: Lump Sum vs Monthly Payments - Which Is Right for Your Retirement | Financially Fit Radio

Full Episode: https://bit.ly/4iW30N1

10/09/2026

The Pension Decision That Requires the Full Retirement Picture

Pension Decisions: Lump Sum vs Monthly Payments - Which Is Right for Your Retirement | Financially Fit Radio

Full Episode: https://bit.ly/4iW30N1

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdraw...
10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (614) 760-0670.

10/08/2026

The Tax Impact of Taking a Pension Lump Sum

Pension Decisions: Lump Sum vs Monthly Payments - Which Is Right for Your Retirement | Financially Fit Radio

Full Episode: https://bit.ly/4iW30N1

10/08/2026

When considering joint payment options, it's important to remember that once you pass away, the pension ends. Many individuals may prefer to take a lump sum to leave something for their beneficiaries. It's crucial to consult with an advisor to ensure you fully understand your options before completing any paperwork. Additionally, many retirees contemplate rolling over their 401(k). However, this decision shouldn't be automatic. It's essential to take control and be informed about the steps you're going to take. 💼💰


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10/07/2026

Big money decisions can be stressful, especially those with lasting impacts. In retirement planning, some choices are adjustable, while others are not. Join Cory Sickles of Safe Harbor Wealth Advisors as he discusses important considerations in retirement planning. 💼💰


www.safeharboroh.com - LEARN MORE
www.safeharboroh.com/contact - COMPLIMENTARY ASSESMENT

You don’t need to panic yet about Social Security, but you should stay informed.
10/07/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/06/2026

If you're nearing retirement, get educated before signing any paperwork. Understand how options A, B, or C fit into your unique situation. Informed decisions are key to achieving your desired retirement. Retirement is a one-time opportunity—seek knowledge! Safe Harbor Wealth Advisors is here to help you navigate this process. Remember, being informed is your first step towards a fulfilling retirement! 🌟✨


www.safeharboroh.com - LEARN MORE
www.safeharboroh.com/contact - COMPLIMENTARY ASSESMENT

Address

6099 Frantz Road
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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