Safe Harbor Retirement Planning

Mark Singer CFP^®

Mark is a CERTIFIED FINANCIAL PLANNER^™ professional and President of Safe Harbor Retirement Planning, Inc. He has been The Retirement Guide to thousands of investors for close to 25 years. Mark's approach is to focus on each individual client and ask the questions that other advisors, and investors, simply don't ask. This allows Mark to make the best decisions for each client's unique situation.

Mark is a frequent speaker at events, teaches for the non-profit Heartland Institute as a Certified Financial Educator (CFEd™) and is the founder of the Greater Boston Corporate Wellness Forum. He hosts a radio talk show called "Your Financial Future" on Blogtalk Radio through the Diva Toolbox where he shares his specific expertise in working with women on financial matters.

Mark is a multiyear recipient of Boston Magazine's 5 Star Wealth Manager Award (2010, 2011).*

Mark was the host of television's long running program "Your Money Matters" and was the host of "Retirement Corner" on WBOQ 104.9 FM and "Retirement Strategies" on WESX 1230 AM radio. In addition, Mark wrote a column for the Money section of The Daily Item, a local newspaper. He is a frequent contributor to newspapers and other periodicals.

Mark authored the "SmartGuide to Retirement." He created the Retirement Education Center for the GE Credit Union, and was selected as their retirement planning specialist. Mark is a past member of the Board of Directors of the Institute of Certified Financial Planning and of the International Society of Retirement Planning.

As a Retirement Guide, Mark works closely with his clients throughout all stages of retirement planning. One of the unique aspects of his relationship with his clients is his comprehensive approach to the planning. To address the needs of his clients, Mark has created the Retirement Roadmap and the Financial Organizer System, both of which contribute to a solution to one of their greatest concerns - properly coordinating their financial affairs. These systems have become a primary resource for the families who work with Mark's firm.

Send Mark an email.

*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.

Stacey DeBartolo

Stacey joined Safe Harbor Retirement Planning in 1997 and has served since that time as the Director of Operations and Client Service.

Stacey is the primary liaison with clients. She coordinates and maintains all client accounts, responds to client inquiries, organizes and helps to plan client events, follows up on outstanding issues and gets to know each and every client personally. She is passionate about her commitment to clients, and this passion comes through in everything Stacey does each day. Stacey acts on the belief, "treat people the way you want to be treated, with respect, kindness, honesty, and patience."

In addition to clients, Stacey is the primary interface with the broker/ dealer and custodian for Safe Harbor's client assets. She is the central point for the organization, keeping all parties informed, up to date and working well together.

Stacey is a graduate of Emerson College in Boston, MA, and is a native of the north shore where she still resides with her husband, son and two dogs.

Send Stacey an email.

Eric Roberge CFP^®

As a CERTIFIED FINANCIAL PLANNER^TM professional, Eric provides assistance to individuals and families who want to simplify their personal financial lives. By helping people identify the variables and break them down into easy to understand concepts, Eric supports Safe Harbor's mission of helping clients take control of their finances now and in the future. He believes that no matter what age you are, it's never too early or too late to properly plan for and coordinate the many aspects of your financial life.

Before joining Safe Harbor in 2009, Eric worked with some of the largest banks in the world. As Assistant Treasurer in the Mutual Fund Tax Department at JPMorgan Chase, he managed a group of analysts calculating federal and excise taxes for a prominent group of mutual funds invested in domestic, international and fixed income securities, real estate investment trusts, partnerships and ETFs.

Eric graduated with a degree in finance and accounting from Babson College and is a graduate of St. John's Preparatory in Danvers, MA.

Currently, Eric is the chairman of Babson College's Financial Services Alumni Group and sits on the executive committee of the St. John's Prep Alumni Association. He also co-chairs the Wellness Committee of the Greater Merrimack Valley Human Resources Association, a local chapter of the Society of Human Resource Management (SHRM), and coordinates the activities for the Greater Boston Corporate Wellness Forum.

Send Eric an email.