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.

We can help you achieve the retirement you envision

Financial freedom requires planning, persistence and patience. It also entails managing short-term market losses while focusing on your long term financial goals.

Through our expertise and guidance, we can help you with:

  • Retirement Clarity
  • Helping you gain more time and energy for other important aspects of your life

Retirement is more enjoyable when you are financially stable. You may still choose to work, but when you are financially stable, you don’t necessarily work for the money. Having enough money to enjoy last for your lifetime can provide you with the assurance you need to truly enjoy retirement. Everything we do here at Safe Harbor Finance & Insurance is aimed towards helping you achieve the retirement you envision for yourself.

We can help you build the life you want to live. You can take control of your life.

It is important to focus on what you can control — especially today, when the market is dominated by unpredicted economic and global events.This helps you focus on your financial success. Success relies on process — not prediction.

Remember that YOU CANNOT CONTROL:

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Tax rates

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The government

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Stock market movements

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Inflation rates

M

The value of money

M

Market events

M

Social security

However, YOU CAN CONTROL:

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How you save for retirement

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Your tax-saving strategies

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Your investments

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Your debts

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The fees you pay

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Your portfolio allocations

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Your alternate income sources