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.
Estate Management Checklist
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
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Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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Making the most of surprises is a great reason to work with us.
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What does your home really cost?
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