Learn About Retirement Savings Options

You’ve worked hard and saved your money.

Now you want to know how to plan for your retirement. Most retirees want to make sure that their money lasts their entire lifetime. The key to a good retirement strategy is to have the right retirement advisor on your side. Safe Harbour Financial Solutions provides a down-to-earth strategy for helping you accomplish your retirement planning goals.

Planning For Retirement

Protection Is Key

When it comes to long-term planning for retirement the first rule is: don’t lose money. Insurance products like fixed index annuities (FIA) or index universal life insurance policies (IULs) allow the opportunity to keep your principal secure. But, your plan also needs a way to make more money as well. Thankfully, FIA and IUL plans can help. These types of insurance products give you the opportunity to earn interest when the market index is up, but defend your money when the index is down.

No Obligation Retirement Strategy Reviews

One approach to becoming more educated about how to prepare for retirement is by attending an educational seminar. Safe Harbour Financial Solutions provides retirement planning seminars for retirees and our community.  In addition to no-cost educational seminars, we also offer no-obligation “retirement planning reviews.” 

During your reviews, we will go over your current retirement strategy. You’ll have the chance to get answers to any of your questions and we will make recommendations based on your current situation and goals for retirement. 

Also, we’ll provide guidance on issues such as:

  • What are the risks of your current investments
  • How protection is an important part of planning for retirement
  • How to plan for your money to last
  • Potential tax-free* income strategies for retirement
  • What happens to your money if the market drops?
  • Taxes, estate planning, and other considerations
  • Tax-deferred ways to transfer wealth
couple meeting with financial adivsor to discuss retirement saving options white bear lake mn

Getting Educated:
How To Plan For Retirement

The choices you make concerning your retirement savings could impact the rest of your life. That is why it is important to be knowledgeable about how to plan for your retirement. Safe Harbor Retirement Solutions offers education seminars for retirees and pre-retirees in Minnesota.  At every event, we will walk retirees and pre-retirees through up-to-date market information. We also will discuss ways for you to protect your money. 

We believe an educated client is an empowered client. Our retirement planning specialists can show you how to protect those funds while earning a reasonable return** on your investments. Contact us today to discuss a retirement income plan that is right for you.

Unique Retirement Planning Strategies

Here at Safe Harbor Retirement Solutions, we are committed to defending our client’s future retirement. As you move closer to retirement age it is important to have a blueprint to preserve your hard-earned money. You don’t need to be at the mercy of market volatility, and you don’t need to give up a reasonable rate of return.**

Safe Harbor Retirement Solutions works with our clients to determine life insurance and annuity products that can give security for their principal and at the same time keeps an opportunity for a reasonable rate of return.** Accomplishing potential index growth while defending your principal can be achievable. Let the retirement planning professionals at Safe Harbor Retirement Solutions show you how.

smiling retired couple on couch with wine different retirement planning strategies white bear lake mn

Why People Plan With Us

Where Main Street Meets Wall Street

Retirement planning is a personal experience. It’s important to trust the professionals you work with. Since founding Safe Harbor Retirement Solutions in 2004, Bradley Freimark has assisted seniors to create, protect, and ultimately, distribute their wealth. During that time, Mr. Freimark has helped hundreds of retirees paint the retirement picture of their dreams.

When you work with the team here at Safe Harbor Retirement Solutions you are working with a team of down-to-earth retirement professionals with a safety-first approach. We are there to guide you through the process every step of the way.

Start Planning Your Retirement Today!

When you are ready to start planning for your future, Safe Harbor Retirement Solutions is there for you every step of the way. Come and learn about protecting your principle, your tax-deferred options, how to retire potentially tax-free*, and so much more. Come join us at an educational seminar or call to schedule an appointment today.

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