1540 Highway 138
We regularly watch over our client's plans and make adjustments along the way to help protect them.
More than an advisor, we seek to be your partner and coach.
What differentiates us from the rest? Our independence, caring, and professionalism.
At Safe Harbor Financial, we know that your future cannot be predicted. That is why we believe with the right planning, you can be prepared for much of what life brings. Uncertainty is running high in our ever changing economic environment. People are concerned about where to put their monies and how to invest their savings.
Ask yourself, what's your Safe Harbor? Is it going on family vacations, sending your children to college, traveling with your spouse, retiring comfortably, playing catch with your grandchild, spending time with a loved one or passing on wealth to future generations? We will help simplify the financial planning process with honest and trusted advice.
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece. What are the steps to get started and what can I expect?
"Confidence comes from a personal relationship centered on what matters most to you."
- Safe Harbor Financial
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
You deserve financial advisors who deliver advice with care and respect. Our advisors at Safe Harbor are interested in your future and will help you develop a plan that will serve you now and through retirement. Our planning services help clients identify where they want to be and how they plan to get there. We utilize financial software to project future income and expenses as well as “what-if” analyses.
"We promise to focus on you."
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln