SMG - SafeHarbor Management Group

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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.

10/28/2026

Spotting red flags like missed prescription refills shouldn't cause panic—it should trigger open family discussions.

Senior care is designed to maximize your loved one's independence at every level, whether that’s at home or in an assisted living community. Regular touchpoints help catch subtle changes early before a crisis hits.

Watch as Joe Garcia ("Retirement Joe") and Susan Saxinger discuss how to turn red flags into proactive planning.

Catch the full interview on Spotify: https://open.spotify.com/episode/0v6VDcDH7icL1Mj7vjR2gz
Reach out for expert planning:

• Kalamazoo, MI: 269-903-2510
• Lee County, FL: 239-319-3062

https://www.oursmg.com/

Understanding the 4% Rule for Retirement Withdrawals: Practical Guidance for Kalamazoo, MI ResidentsWhat Is the 4% Rule?...
10/27/2026

Understanding the 4% Rule for Retirement Withdrawals: Practical Guidance for Kalamazoo, MI Residents

What Is the 4% Rule? The 4% rule provides a basic guideline for retirees to determine how much they might safely withdraw from their retirement savings each year. It suggests...

Read more:

What Is the 4% Rule? The 4% rule provides a basic guideline for retirees to determine how much they might safely withdraw from their retirement savings each yea

10/26/2026
10/26/2026

It’s rarely a single, sudden emergency that shows a parent needs help—it’s usually a quiet pattern over time.

Are you noticing missed medications or safety red flags at home? Ask yourself this key question: "Can my loved one live safely and successfully with the support they currently have?"
If the answer is becoming "no," it’s time to start exploring options. Catch this clip with Joe Garcia and Susan Saxinger for insights on spotting the signs early.

Full episode available on Spotify: https://open.spotify.com/episode/0v6VDcDH7icL1Mj7vjR2gz

Connect with our team:
• Kalamazoo, MI: 269-903-2510
• Lee County, FL: 239-319-3062

https://www.oursmg.com/

Retirement planning starts with education! Retirement Joe™ is here to help you better understand your options and make i...
10/23/2026

Retirement planning starts with education! Retirement Joe™ is here to help you better understand your options and make informed decisions about your future.

đź“ž Have questions? Call 855-205-4928 to learn more!

10/22/2026

Did you know that 9 out of 10 family caregivers end up getting sick themselves due to physical and emotional burnout?

Caregiving isn't just about good intentions—it requires specialized skills. In this clip from the Voices of Good News Podcast, Joe Garcia ("Retirement Joe") and Susan Saxinger (Executive Director of PALA) discuss why early financial planning is vital to protecting both your caregiver's health and your family's independence.

Listen to the full episode on Spotify: https://open.spotify.com/episode/0v6VDcDH7icL1Mj7vjR2gz

Need financial or retirement planning guidance?
• Kalamazoo, MI: 269-903-2510
• Lee County, FL: 239-319-3062

Website: https://www.oursmg.com/

10/20/2026

Can You Retire Without Owing Money? Practical Guidance for Local Residents

Is Retiring Debt-Free Really Possible in Kalamazoo, MI? Yes, retiring without outstanding debt is possible for many area residents, but achieving this goal depends on a mix of preparation, timing,...

Read more:

Call 855.205.4928 to schedule an appointment, we are here to help
10/19/2026

Call 855.205.4928 to schedule an appointment, we are here to help

Guidance on Retirement Planning for Self-Employed Residents Age 59½ and Older in Kalamazoo, MIWhat Retirement Plan Optio...
10/14/2026

Guidance on Retirement Planning for Self-Employed Residents Age 59½ and Older in Kalamazoo, MI

What Retirement Plan Options Do Self-Employed People Nearing Retirement Have? Self-employed individuals in Kalamazoo, MI approaching age 59½ and beyond can use a few specialized retirement accounts to manage savings...

Read more:

What Retirement Plan Options Do Self-Employed People Nearing Retirement Have? Self-employed individuals in Kalamazoo, MI approaching age 59½ and beyond can use

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

Website

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