About

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)

Jeremy Johnson

President, Safe Harbor Retirement Advisors

Growing up, my grandmother would share stories of working in her father’s grocery store during the Great Depression. At 97 years old, she never forgot the impact of him leveraging his business to serve his community in its time of need. The values that my great grandfather instilled in my grandmother; she instilled in me from a young age. Mainly, how leveraging your knowledge and business can have a life changing impact for the families you serve. That is living a life of true significance and legacy.

Being an independent fiduciary was never part of my plan. I went to college to be a division one athlete and become an architect. I quickly realized that the plan I had made for myself was not what I was meant to do. I wanted to build something that allowed my kids to grow up with the same example that my grandmother had in her father. At 26 years old, I got married and started Safe Harbor Retirement Advisors. And so, the journey began.

When you choose to live out your calling, it doesn’t feel like work, but a mission. I am blessed to invite families into our private wealth family office who know that there is a better way to manage generational wealth and legacy than what they have been finding in corporate America. If you believe that wealth management is about more than just discussing returns once or twice a year, I’d love to meet you. You can’t buy more time, so let us help you maximize your impact with the time you have.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.