Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies.
If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
At Safe Harbor Financial, we understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Financial Planning
Retirement Plans
401(k)/403(b) Planning
529 College Plans
Traditional, Roth, SEP & Simple IRA's
Income & Expense Projections
Retirement Cash Flow Stress Test
Estate Plans
Insurance
Disability Income Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Long-Term-Care Insurance
Investments
Stocks & Bonds
Mutual Funds
ETF's
Alternative Investments
Treasury Bills & Notes
Government Securities
Annuities
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job