Broker Check

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


Disability Income Insurance

Term Life Insurance

Universal Life Insurance

Whole Life Insurance

Long-Term-Care Insurance


Stocks & Bonds 

Mutual Funds


Alternative Investments

Treasury Bills & Notes

Government Securities