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Joe Garcia MBA, CLTC
CEO  - Founder

“THE BEST PART OF MY JOB IS KNOWING I HELPED

PROTECT MY CLIENTS RETIREMENT”


Founder and CEO of SafeHarbor Management Group (SMG)
and Managing Director of SMG Wealth Management, 

Joe Garcia holds an MBA from Michigan State University as well as
a CLTC designation. A CLTC designation is an insurance
professional that has extensive knowledge is the area of Long -
Term Care planning. He is also an Investment Advisor
Representative (IAR) with SMG Wealth Management.

As an IAR, Joe offers his clients investment advice focused on a

holistic planning approach, while keeping true to his fiduciary responsibilities. Joe’s 25+ years in the financial services industry gives him a unique perspective in the ever-changing world of insurance
and retirement planning. Over the years Joe has been
featured on the Lori Moore show and has given countless
presentations on retirement planning and Medicare.
Joe has made it his mission to grow and protect the assets of
his clients through experience and education. He believes
with his vast experience in the industry combined with his
holistic approach to retirement, it gives his firm a unique
advantage when developing a customized retirement
strategies for clients.

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MEET OUR AGENTS

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JUSTIN CARTER
VP SALES

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DAVE VERNIER
ACA SPECIALIST

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JACK RYAN
MEDICARE ADVISOR

MEET OUR STAFF

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DAWN FISHER
VP OPERATIONS

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CHRISTINA CARTER
EXECUTIVE ASSISTANT

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STACEY KLAIBER
CUSTOMER SERVICE  REP.

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JESSICA GARCIA
AGENCY RELATIONS

SMG STRATEGIC MEDICARE PARTNERS

Christan Retberg, Sharon Leiss, Michelle Sanchagrin, Erin Bush, Bill Puncheon, John Miller, Russ Horton
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Retirement Solutions Made Clear

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SMG Wealth Management LLC, is not a registered entity and offers Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA).

Financial Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Insurance Services offered through SMG Insurance Group, LLC. SMG Insurance Group

and SMG Wealth Management are affiliated, and neither is affiliated with Sequent Planning.

 

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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