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

Safe Harbor Finance & Insurance, Experienced Financial Professionals

We believe that before becoming successful investors, we should be experienced consumers first. At Safe Harbor Finance & Insurance, we have mastered the ups and downs of the market by using our assets. By obtaining these skills it has allowed us to plan for retirement financially and better connect with our clients. We can share retirement strategies that make sense to you and prevent you from making costly decisions.

We focus on maintaining close, personal relationships with our clients to ensure excellent service. Many other companies today manage double or triple our number of clients. We are different. We are committed to serving you in the most personal manner and are available for you whenever you need us. We believe that great habits and successful retirement processes are slow and steady. With the right tools, insurance strategies, and expertise, you can feel confident about your path to retirement.

Are We Right For You?

Sure, you have considered many retirement planning companies, so why choose us?

We may not be the company for you if:

  • You want to work with a large corporation with hidden fees and expensive office furnishings
  • You are looking for someone who stock picks or trades the markets
  • You are not in favor of prudent planning from a disciplined strategist
  • You want to work with an influenced company with high overhead and management

We may be a good fit for you if:

  • You want to avoid asset management fees by your financial professional
  • You want to be a part of a clientele that receives world-class, personalized services
  • You want an experienced and detail-oriented financial professional

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 and Protection Strategies
People want freedom from worries and unknowns. Are you confident about your financial path?

How to get there

Personalized, Affordable Insurance Strategies
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.

We are members of the following organizations:

Let's get started on a retirement strategy you can have confidence in

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