Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

George Carbone

President, Safe Harbor Retirement Group

George began his financial professional career in April 1979 with John Hancock Life Insurance Company. After a distinguished career with John Hancock qualifying for their Regional and President Clubs, George moved to Florida with his family in January 1982. He continued his financial career as a conservative retirement specialist and founded Safe Harbor Retirement Group LLC in April 2015. When creating Safe Harbor Retirement Group LLC, his mission was to provide personalized, high-quality financial services for clients at all income levels.

Currently, George and his wife reside in Greenville, SC where he is continuing his mission to provide personalized high-quality financial services.

Plan For Your Future

George is a Financial Professional working in the Financial Services industry with a unique approach in that he helps people find the money they are losing unknowingly and unnecessarily.  A typical person’s response is along the lines of “Well, how do you do that?” This is where we can be of service. Schedule a complimentary call to learn more!