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Safeharbor Management Group with tagline Retirement Solutions Made Clear logo

serving the midwest and beyond

Michigan state image

Michigan

License # 0090442

Our team is dedicated to providing insurance throughout

the Midwest and financial advisory services in all states.

North Carolina state image
Florida state image
Texas state image

Florida

Texas

North Carolina

License #L109827

License #1834231

License #10000254937

Ohio state image
Indiana state image
Tennessee state image
South Carolina state image
Arkansas state image
Kentucky state image
Georgia state image
Virginia state image

Ohio

Indiana

Tennessee

South Carolina

Virginia

Georgia

Kentucky

Arkansas

License #42578

License #3002986700

License #1432929

License #749653

License #2388165

License #1909865697

License #130581

License #234435

Illinois state image

Illinois

License #100352892

West Virginia state image

West Virginia

License #1001313

New York state image

New York

License #LA-1865576

Pennsylvania state image

Pennsylvania

License #662032

Our Locations

Michigan Corporate Office

6964 W Q Avenue Kalamazoo, MI  49009

855-205-4928

269-903-2510

Hours:

M-TH 8:00am -3:00pm

Friday 8:00am – Noon

Florida

8891 Brighton Lane Ste 103

Bonita Springs, FL 34135

239-319-3062

Hours:

By Appointment only

Contact Us

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Safeharbor Management Group SMG with tagline Retirement Solutions Made Clear

​Financial planning and investment advisory services are offered through Sequent Planning, LLC (Sequent), a Registered Investment Adviser (RIA) through the Securities and Exchange Commission (SEC). Investment
Adviser Representatives (IARs) are registered with Sequent Planning as independent contractors and not employees of Sequent. Joe Garcia is a registered IAR of Sequent.
Safeharbor Management Group is not affiliated with Sequent.

 

This site may contain links to articles or other information that may be on a third-party website. Sequent Planning LLC is not responsible for and does not control, adopt, or endorse any content contained

on any third-party website.

 

Sequent Planning LLC does not provide tax advice. The tax information contained herein is general and not exhaustive by nature. Federal and state laws are complex and constantly changing.

You should always consult your own legal or tax professional for information concerning your individual situation.

 

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or strategies.
 

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.


 

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