1540 Highway 138
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.
529 College Plans
Traditional, Roth, SEP & Simple IRA's
Income & Expense Projections
Retirement Cash Flow Stress Test
Disability Income Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Stocks & Bonds
Treasury Bills & Notes
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job