How We Work

Our process is specifically tailored to help you establish goals and help meet these goals through the use of insurance products.

WORKING TOGETHER, WE CAN ESTABLISH…

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? We take the time to understand your financial goals and objectives as we believe that understanding where you stand is the backbone of any decisions you will make. When you choose to partner with us, we will work hand in hand in developing the right retirement strategy for you. This way, you will have more time and energy to focus on other essential aspects of your life. We will also help you develop sound habits for you to build your retirement funds and wealth.

Where you want to go

Accumulation, Retirement and Income Planning

People want freedom from worries and unknowns. Are you confident about the path of your retirement?

Do you desire a plan that considers the accumulation of wealth, taxes, and distribution strategies? Do you think a proper distribution of wealth is essential to help achieve success in the execution of your financial portfolio, tax, and retirement planning strategies?

Safe Harbor Finance & Insurance works with you by establishing where you are right now, financially, and determining where you want to be. Once these factors are determined, we will help you build the most effective and efficient plan to achieve your retirement goals. We understand that each of our clients’ needs is different. Therefore, we offer personalized solutions to cater to your unique situation specifically.

How to get there

Personalized and Pro-Active Retirement Plan

Safe Harbor Finance & Insurance will provide the best processes to ensure that you are able to participate in rising capital markets. We will manage your investment risks — not your returns, as no management strategies can predict the actual returns you will receive. It’s not a static buy-and-hold approach, but a thoughtful allocation and re-balancing process that reduces your exposure to potentially overpriced assets in the event of a sector or asset class bubble. Our process also helps you maintain or increase your positions in sectors and asset classes overdue to outperform.

Safe Harbor Finance & Insurance will guide you to make decisions that are sensible to you. We are an independent company and not paid by any investment company. We will show you what retirement plan fits for you based on your retirement strategy.