Safe Harbor Retirement Group : Dublin, Ohio

Gary J. Sickles, President/Founder

Gary J. Sickles, is President and Founding Principal of Safe Harbor Retirement Group, LLC in Dublin, Ohio.

His passion is to assist his clients in achieving the goals and objectives that are most important to them and their family by integrating all areas of planning, which consists of estate, financial, insurance, tax and income strategies. Gary believes in safety and guarantees when it comes to designing a retirement plan. Also, no retirement plan is complete until Gary designs a strategy to protect his clients' income and assets from long-term care. Gary's firm has solutions, in addition to long-term care insurance.

Mr. Sickles has been assisting his clients achieve their financial objectives since 2000. He holds an Ohio Life Insurance License and several designations. He continues improving his knowledge in retirement planning by attending several advanced planning industry meetings held throughout the year. Gary's clients consist of bankers, brokers, farmers, doctors, attorneys, mechanics, business owners, realtors, teachers - the list is endless.

Gary and his wife, Julia, live in Hilliard, Ohio. Family and faith are the foundations of his life and practice. Gary's local firm is one of the most successful in Central Ohio. As a result, Gary is well-known and in high demand as a Retirement Consultant because of his honesty, integrity and passion for his profession.

Neal H. Magee, Estate Planning Attorney

Neal H. "Bud" Magee II obtained a BS from the Ohio State University in 1963, majoring in finance, receiving the Alfred P. Sloan Scholarship as the top student in his major. He received his Jurs Doctor degree in 1966 from the Ohio State University College of Law.

Bud associated with the law firm White, Rankin, Pfefferle & Herron, then joined Coopers & Lybrand (now Coopers Price Waterhouse, a big six accounting firm), specializing in tax planning and IRS litigation. During that time he became a Certified Public Accountant.

His practice now concentrates on estate planning, estate administration, tax issues and business acquisitions.

Holly Swearingen, Executive Assistant/Long-Term Care Specialist
Holly Swearingen is the Executive Assistant to Gary J. Sickles. She is also Certified in Long Term Care. Holly services clients, provides office support and facilitates plans for her clients’ long term care needs. Prior to joining the team at Safe Harbor Retirement Group, Holly was an account manager for a third-party administrator that specialized in workers’ compensation benefits, including FMLA, short-term disability and unemployment compensation benefits. Holly resides in Hilliard, Ohio with her husband and two children.

Thomas S. Dick, Director of Business Development

Thomas S. Dick attended the University of Michigan in Business Administration. He has spent the past 25 years in business-to-business sales as an Executive Regional Sales Manager. He also holds an Ohio Health and Life Insurance license. Thomas takes great pride in helping people reach their long-term goals. His position with Safe Harbor Retirement Group is to develop new business opportunities. Thomas lives in Galloway, Ohio with his wife, Angie, and two children.

Beverly Fowler, Director of Client Events
Beverly Fowler is the Director of Client Events and Receptionist for Safe Harbor Retirement Group. Prior to working with Safe Harbor Retirement Group, Beverly spent 30 years in the Property and Casualty insurance field, with JC Penny Insurance, Sentry Insurance and Nationwide Insurance. She worked in both sales and customer service for those companies. Beverly resides in Dublin with her husband Jim. They have 2 grown children and 4 grandchildren.

Carole Mack, Legal Secretary

Carole Mack is the Legal Secretary and Receptionist for Safe Harbor Retirement Group. She has an Associate Degree in Secretarial Science and previously worked for the law firm Skadden, Arps, Slate, Meagher & Flom in Washington, DC, as a legal secretary for attorneys in white collar crimes, mergers and acquisitions, energy, corporate, litigation and anti-trust law. She has also worked for Sommer & Barnard in Indianapolis, Indiana as a legal secretary in numerous practice areas as well. Carole and her husband, Mike, live in Dublin with two sons.

Our Team

Gary J. Sickles President/Founder

Neal Magee Estate Planning Attorney

Holly Swearingen Executive Assistant/Long Term Care Specialist

Kim Hurst Seminar Coordinator

Julia Sickles Administration

Tom Dick Business Development

Bill Lortz Accountant

Don Payne Advanced Funeral Specialist

Beverly Fowler Event Coordinator/Receptionist

Carole Mack Legal Secretary/Receptionist

James Fowler Income Taxes

Safe Harbor Retirement Group Advisors do not purport to provide advisory services, solicit, meet with or otherwise communicate with clients in any State where they are not registered or covered by an exemption from registration.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.