Retirement Planning

Are you close to retirement or already retired? Safe Harbor Finance & Insurance can work with you to build a secure retirement plan that’s customized to your personal financial goals and objectives.

Retirement is one of the most important life events and it’s wise to rigorously prepare for it. A secure retirement is not something you achieve overnight. It takes years to build a sound financial plan that fits you perfectly, allowing you to realize a successful, comfortable and well-funded retirement lifestyle. We will work hand in hand with you. Our process is simple. We will review your objectives and goals to understand how we can provide customized solutions and protect your principal.

Expect us to ask the following questions:

  • Have you devised your retirement plan?
  • What types of retirement products do you currently have?
  • What is your risk tolerance?
  • Are you looking for principal protection or pure investments?
  • Do you want to transfer your wealth to your children and grandchildren?

Based upon the answers you provide, we will build a customized plan consistent with our key principles.