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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What kind of auto insurance should you have? Do you know?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?