Joe Thurmond

Joe Thurmond is the President of Safe Harbor Financial Group. He graduated from Illinois Wesleyan in 1980, majoring in Insurance and Finance. Upon graduation, he worked as an insurance agent for Northwestern Mutual Life for many years.

He spent time as an insurance agent with Mass Mutual for some time before starting his own company, Safe Harbor Financial Group, Inc. in 2008.

Joe specializes in retirement planning, which may include the areas of 401K rollovers, IRA transfers, and retirement income protection.

Joe and his wife have been married 30 years, have 3 children and enjoy traveling. He has also been involved in local community matters, such as serving 12 years on the school board.

In everything he does, Joe seeks to provide his clients with the ultimate asset, peace of mind. Through his planning techniques, his clients obtain individualized financial plans that may reduce risk, save tax dollars, protect assets from long term care costs, and avoid probate. For people looking to achieve these goals, Joe is the ideal financial coach.

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Three

Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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