About Safe Harbor Retirement Solutions
Where Wall Street Meets Main Street
Retirement Strategizing
is a personal experience.
That’s why its important to trust the professionals you work with. We are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial future.
Get to Know Us
Come get to know why so many retirees come to us for assistance with strategizing for their financial future. We’d love to get to know you and find out how we can help you reach your retirement dreams!
Contact us today for
a stress-free conversation.
Or, reach out to learn more at one of our upcoming educational seminars. Meet the team at Safe Harbor Retirement Solutions and let’s work together to help you reach your goals.
Company Founder
Bradley J. Freimark, CWPP™, CRFA™, CEP™
Since 1994, Bradley Freimark has assisted seniors to create, to protect, and ultimately, to distribute their wealth. During that time, Mr. Freimark has helped hundreds of retirees paint the retirement picture of their dreams. The founder of Safe Harbor Retirement Solutions in 2004, Bradley has a broad background and experience in many areas of the Financial Services industry. Today, he chooses to focus on safer retirement strategies, including annuities and life insurance.
Mr. Freimark holds the degree of Certified Wealth Preservation Planner™, and is Board Certified as a Certified Retirement Financial Advisor™ and a Certified Estate Planner™. Mr. Freimark was a Registered Securities Representative for many years, as well as being a Licensed Insurance Agent in several states. He also has an extensive educational and professional background, encompassing law, (Bachelor of Science as a Paralegal), business management, county assistance programs (Medical Assistance/Medicaid), insurance, investments, estate planning and public speaking. All of these designations demanded that he undergo extensive training in the respective areas, and then demonstrate his competency through personalized examinations. Regular continuing education is required to maintain his license and designations.
Since 2005, Mr. Freimark has been a mentor to other advisors and agents nationwide. He can regularly be seen delivering spirited informational lectures, both locally and nationally, to senior groups and to fellow advisors.
Mr. Freimark was born and raised in Western Wisconsin, but has been a Minnesota resident for more than thirty years. When he’s not busy working hard to improve the financial futures of his clients, Brad and his wife, Jessica, enjoy many family activities with their children and extended family. Depending on weather, you may find them swimming, boating, fishing or snowmobiling.
Mr. Freimark’s clients appreciate his wealth of knowledge, his down-to-earth style and his safety-first approach. They appreciate Bradley providing them with creative and conservative alternatives to the risk and fees that many previously faced in traditional stock market investments. Reach today to meet Brad and our team.
Jason Yancy
Vice President of Client Relations
Jason has been part of the Safe Harbor Retirement Solutions team since 2015. As a Lead Client Service Representative, Jason greets our clients, arranges meetings, and organizes paperwork for new clients. In addition, he is a point of contact, and assists in processing transactions and making things go as smoothly as possible.
A graduate of Michigan State in 2008 with a focus on Broadcast Journalism, Jason knows how to pay attention to the details. For over five years, he worked for a large national insurance company, where he assisted and helped manage agents who ranked in the top 5% in the country. His deep experience in the annuity and insurance industry has proven invaluable. Jason understands that finances are deeply personal and prides himself on building long-lasting, trusting relationships with the people we serve.
With a belief that trust is earned, Jason works hard to demonstrate his respect for our clients, and the hard work and dedication they’ve used to save for retirement. He takes his work seriously and appreciates the opportunity to help clients protect their wealth for the long term. When he’s not helping retirees, you might find Jason attending concerts or sporting events.
Need any help with your account? Reach out to Jason.
