Successful Planners First, Experienced Financial Professionals Now

Our experience makes us different from other financial professionals. We have seen and experienced the ups and downs of the market, suffered from loss, and enjoyed gains using our assets. Before we became experienced financial professionals, we were successful planners first. We have years of experience in retirement planning, preservation, principal protection, insurance products, and so much more. Through this experience, we have become experts in planning for the future.

Small Client List, Exceptional Service

At Safe Harbor Finance & Insurance, we maintain a small client to retirement strategist ratio to ensure that we uphold our commitment to excellence and personalized service. You benefit by retaining a dedicated financial professional that’s always available to serve you. You receive unparalleled accessibility, proactive communication, and exemplary service.

What We Promise

We are serious about what we do. We promise you integrity, full disclosure, complete competency, and availability at all times.

Integrity – We pride ourselves on our work ethic, our honest, straightforward approach, and will work for your best interests at all times.

Full Disclosure & Competency – With more than ten years of retirement planning experience, we believe it is essential for us to educate and help you understand what your retirement should and will look like.

Availability – We only serve a select number of clients because simply everyone is not right for us, nor are we always right for them. Allowing us to become available to you anytime you need us. Have questions? Want to review your plans? Need to brainstorm options? We will be there for you – whenever you need us!