Investment management at your service.
At Safe Harbor Financial Planning Group, LLC, our main objective is to assist our clients in navigating today’s complex investment marketplace to help accomplish their evolving investment aspirations and goals. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, goals, desired returns, time frame, and income specifications.
Our personalized approach to asset maximization allows us to offer innovative strategies for our clients. Our team of professionals share a common vision for success and customer service, and we provide investment management that caters to each specific investor.
As a fiduciary, we have an obligation to ensure the appropriate strategies are chosen based on the clients’ best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
Safe Harbor Financial Planning Group, LLC has an exclusive strategic alliance with Gradient Investments, LLC (GI). GI is an SEC-registered investment advisor firm offering clients over 20 proprietary portfolios. Portfolios are managed by their Chief Investment Officer Wayne Schmidt, CFA, MBA, and President Michael Binger, CFA.
Schmidt and Binger each have more than 20 years of institutional investment experience and are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and many other national publications. Schmidt has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters and The Los Angeles Times. He is a Chartered Financial Analyst™ and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.
Content provided by Gradient Investment, LLC an SEC-registered investment advisor.
*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.