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.

10/20/2026

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,...

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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

10/16/2026
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...

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

Are you enrolled in a UnitedHealthcare Medicare Advantage plan? Recent updates involving Lee Health may affect your heal...
10/12/2026

Are you enrolled in a UnitedHealthcare Medicare Advantage plan? Recent updates involving Lee Health may affect your healthcare coverage. Please call today to review your Medicare options 239-319-3062.

Have a safe and wonderful weekend.
10/09/2026

Have a safe and wonderful weekend.

Come to OPC in Rochester and see two of our Retirement Specialists , Danielle Bates and Michelle Sanchagrin!
10/07/2026

Come to OPC in Rochester and see two of our Retirement Specialists , Danielle Bates and Michelle Sanchagrin!

What to Expect If You Retire Earlier Than You Planned in Kalamazoo, MIWhat Does Early Retirement Really Mean for Local R...
10/06/2026

What to Expect If You Retire Earlier Than You Planned in Kalamazoo, MI

What Does Early Retirement Really Mean for Local Residents? Stepping away from work earlier than planned can mean leaving a job before reaching traditional retirement ages, often before turning 65...

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What Does Early Retirement Really Mean for Local Residents? Stepping away from work earlier than planned can mean leaving a job before reaching traditional reti

Call 855-205-4928 to make an appointment
10/05/2026

Call 855-205-4928 to make an appointment

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

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