For A Worry Free Retirement
Local & Veteran Owned
Where are you in your retirement process?
Our Four Step Plan
Establish Retirement Budget
Learn About Social Security Benefits
Learn About Medicare Benefits and Options
Create Lifetime Income
I really like working with Jeff and John. Fellow veterans and very helpful/
⭐⭐⭐⭐⭐
Brad & Lisa
Safe Harbor made retirement planning easy!
For A Worry Free Retirement
Local & Veteran Owned
Where are you in your retirement process?
Our Four Step Plan
Establish Retirement Budget
Learn About Social Security Benefits
Learn About Medicare Benefits and Options
Create Lifetime Income
I really like working with Jeff and John. Fellow veterans and very helpful/
⭐⭐⭐⭐⭐
Brad & Lisa
Safe Harbor made retirement planning easy!
Safe Harbor
Retirement
Local and Veteran Owned
Watch Our Video on How To Turn Your 401K into a Personal Pension With Lifetime Income
Secure Your Retirement with the Right
Income Annuity Plan.
You've saved all your life for the opportunity to retire. But most people don't know how to retire financially. Their biggest fear, living too long and running out of money. That's where we come in. We are income planners for the middle class. We know most financial advisors have a minimum balance of over $500,000 which most pre-retirees just don't have. If you are looking for an income plan that is safe and guaranteed to last the rest of you and your spouses lives, you need to talk to us. Click Request Information and someone will get back to you soon.
Safe Harbor Retirement
We are a boutique retirement agency specializing in helping the middle class. Our Four Step Process helps people with retirement planning, Medicare Benefits, Long Term Care and creating Lifetime Income. We take pride in doing what is best for our clients and being a veteran owned company.
Safe Harbor's Core Values
Client First: We are committed to putting our client's goals and needs first!
Trustworthy: We hold ourselves to the highest ethical and professional standards and treat you with the same care that we treat our family and friends.
Peace Of Mind: Our services help our clients have a more fulfilling and worry free retirement.
John Anderson
Senior Retirement Specialist
With a lifelong background in service—from flying helicopters in the U.S. Army to a 25-year career as a commercial airline pilot—I’ve always believed in doing what’s right and helping others. After retiring from aviation, I returned to the insurance world to focus on retirement income, where I guide clients with honesty, clarity, and a no-pressure approach. Our mission is simple: put clients first and always do what’s best for them. He reside with his wife in Cary NC.
Jeff Frankenfield
Retirement Specialist
Jeff is a graduate of West Chester University where he earned a Bachelor's Degree in Finance. He spent six years as an Active Duty Air Force Officer and pilot where he completed multiple combat deployments. Since his career in the Air Force Jeff has held multiple leadership positions in health care, aviation and the insurance industry. He is a licensed insurance agent in multiple states where he specializes in helping clients have a safe and secure retirement. He resides with his wife in Panama City Beach Florida.
About Us
Helping You To
Manage Your Annuity Needs!
With a lifelong background in service—from flying helicopters in the U.S. Army to a 25-year career as a commercial airline pilot—I’ve always believed in doing what’s right and helping others. After retiring from aviation, I returned to the insurance world to focus on Medicare, where I guide clients with honesty, clarity, and a no-pressure approach. At Anderson Medicare Group, we specialize in helping veterans, airline personnel, and retirees navigate Medicare with confidence. Our mission is simple: put clients first and always do what’s best for them.
John Anderson
Owner
1894224
Everything You Need To Know
About Annuities At A Glance
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
Everything You Need To Know
About Annuities
At A Glance
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Reviews
Real-Life Testimonials
From Satisfied Clients
Reviews
Real-Life Testimonials
From Satisfied Clients
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More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Looking for a First-Class
Retirement Consultant?
Looking for a First-Class Annuity Consultant?
Safe Harbor Retirement is committed to serving you at the highest level with all your income planning needs.
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Directories
Legal
Annuities are designed to be long-term insurance products. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Income benefit riders may be offered either built-in or for an additional cost. Annuities are not guaranteed by FDIC or any other governmental agency, rather, all contractual guarantees are backed up by the claims paying ability of the individual Insurance Companies. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. We are not endorsed by, or affiliated with, the Social Security Administration or any other government agency. Call for specific details and availability.
Safe Harbor Retirement is committed to serving you at the highest level with all your insurance needs.
National Producer Number: 1894224
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Directories
Legal