What's your "Safe Harbor"....
Here at Safe Harbor Financial, we know that your future can't be predicted. That's why we believe with the right planning, you can be prepared for much of what life brings. In a volatile, ever changing economic environment, uncertainty is running high. People are more concerned now than ever before about where to put there monies and how to invest their savings. If one thing's clear, it's that individuals are scared of what their financial future will be.
At Safe Harbor, our client's future is important to us. A "Great Future" starts with having a plan. However, having a plan is not enough. That's why we regularly watch over our client's plans and make adjustments along the way to help protect them. It's essential that financial plans get updated and monitored as life changes. With over 35 combined years of experience, our professionals at Safe Harbor Financial have helped countless individuals plan to reach their goals and dreams.
So ask yourself, what's your "Safe Harbor"? Is it retiring comfortably at an age you can enjoy it? Is it going on family vacations, sending your children to college, traveling with your spouse, having a catch with your grandchild, spending time with a loved one or passing on wealth to future generations? Whatever it is and wherever it takes you, Safe Harbor Financial can help get you there.
Feel free to explore our site and learn about all of Safe Harbor Financials services.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn when it may not make sense to file a claim on your home insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are common mistakes you can avoid when saving for retirement.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.