Broker Check
The Facts About Income Tax Ready for Retirement? What Smart Investors Know A Bucket Plan to Go with Your Bucket List

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.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.


A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow


Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

What does your home really cost?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow