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Your Financial Well-Being Begins With Understanding
What You’re Capable of Achieving

Helping You Realize Your Goals
And the True Potential of Your Wealth

At Safe Harbor, we aim to simplify your retirement concerns by empowering you with data-driven guides to secure your retirement. By supporting you in recognizing your needs and the extent of your assets, we’ll set you on a path towards achieving financial independence.

“Difficult to see.
Always in motion is the future.”

— Yoda,
The Empire Strikes Back

Life doesn’t always go exactly as planned, but that’s okay. Convincing yourself that you know exactly how things will play out is setting yourself up for failure. 


By assessing the situation at hand, outlining your options and taking decisive action with an experienced team at your side, you’ll be able to handle any of life’s unavoidable milestones.

Together, We’ll Approach Your Concerns Related To:

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Financial Planning

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Life Insurance & Long-Term Care

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Annuities

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Medicare

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Financial Planning

We’ll review your financial situation and goals for retirement, in addition to walking you through any current policies you have. We build targeted case designs for:

  • Protection from market declines
  • Guaranteed lifetime income goals
  • Required minimum distributions (RMDs)
  • Transferring your wealth when you pass
  • Long-term care protection
  • Social Security maximization

Life Insurance & Long-Term Care

As we review your current policies and compare them to market offerings, we’ll build a custom case design and educate you on life insurance and long-term care planning. It’s important to review and verify if you need these coverages or not.

Annuities

Available in a variety of forms, annuities can have unique features that may help you achieve your financial goals whether you're saving for, approaching or living in retirement. Whatever your financial and life goals are, we can help with tax-deferred savings for your retirement, asset protection or income generation.

Medicare

Whether you have questions related to medicare supplements, advantage plans or prescription drug plans, we’ll educate you on the necessary details based on your needs. The medicare system can often be confusing and daunting, which is why we’re here to guide you through the process and provide ongoing support.

Transparent Conversations

Our ultimate goal is to provide unmatched service in order to guide you to financial independence. If you have any questions or concerns, we’re happy to address them during our initial complimentary consultation.

Learn How to Get Started