Services

SERVICES


IRA & Retirement Plans

We offer a variety of retirement plan options including IRAs, business plans such as 401(k), SEP and SIMPLE IRAs, as well as 403(b) plans for non-profit organizations.
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Investments

We believe you need to have income streams you can count on to last your lifetime. There are many different ways to reach this objective. Together, we determine your specific needs and goals to help strategize a plan that is unique for you.
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Annuities

Annuities are designed to be long-term investments and frequently involve charges such as income and death benefit rider fees, and surrender charges.
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Life Insurance

Life insurance helps protect the ones who depend on you financially, if you can’t be there for them and can be the foundation of financial security for you and your family.
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Tax Planning

You will receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
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Estate Planning

Safe Harbor partners with estate planning professionals who will work with you to ensure your estate is protected and distributed according to your wishes.
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Income Planning

The primary goal of retirement income planning is to have a steady source of lifelong income. Upon retirement, you will look to your portfolio to take over the job of providing you with a regular paycheck, but with an overwhelming number of options for saving and investing, managing your future finances can be difficult.
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Social Security

With some basic information from you, we can generate a customized report designed to help you make the best decision possible for when you should begin receiving Social Security benefits.
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