Together, we can build the life you want to live!

Safe Harbor Finance & Insurance, Experienced Fiduciaries

We believe that before becoming successful financial advisors, we should be experienced and successful investors first. At Safe Harbor Finance & Insurance, we have experienced the various ups and downs of investing using our personal assets. This allows us to personally connect with our clients using strategies that we have used ourselves. On top of that, we are fiduciaries, making us legally bound to serve your best interests.

We focus on maintaining close, personal relationships with our clients to ensure excellent service at all times and to make sure our clients’ financial planning needs are met. Most advisors today manage double or triple our number of clients. We are different. We are committed to serve you in the most personal manner and want to be available for you whenever you need us. We believe that great money habits and successful financial processes are slow and steady. With the right tools, financial planning strategy and our expertise, you will be well on your way to financial security.

Are We Right For You?

Sure, you have considered a number of financial advisory and retirement planning firms, so why choose us?

We may not be the company for you if:

  • You want to work with a large firm with hidden fees and expensive office furnishings
  • You are looking for an advisor who stock picks or trades the markets
  • You are not in favour of prudent planning from a disciplined advisor
  • You want to work with a huge firm despite the high overhead and management influence

We may be a good fit for you if:

  • You want transparency in the fees you pay
  • You want to be a part of a clientele that receives world class, personalized services
  • You want an experienced and detail oriented advisor
  • You want an advisor with a similar portfolio who is invested right alongside you

How We Work

Where you are right now

Your Goals, Needs and Objectives
Most people want more time and energy to live their lives in the most fulfilling manner. Do you desire more time for your family, friends, career, business and personal well being?

Where you want to go

Accumulation, Retirement & Estate Planning
People want freedom from worries and unknowns. Are you confident about your financial path?

How to get there

Personalized, Low Cost, Pro-Active Asset Management
If you are ready to free yourself from short term political and economic noise and want to focus on vital decisions and actions that are within your control, then you are on your way to financial freedom.

How We Think

Our Philosophy

At Safe Harbor Finance & Insurance, we believe that your time and energy is important to you. With so many demands in life, including commitments to your family, friends, career, business, and personal well-being, it’s necessary that you strike a balance. It is of utmost importance that you become intentional about correctly allocating your time and energy effectively. Only then can you achieve a balanced, meaningful and much more rewarding existence.

Let’s Get Started on a Safe and Secure Retirement

CONTACT US