Your Retirement Success Advocate.
Helping You Safely Reach and Maintain Your Retirement Financial Goals Is Our Only Mission.
We are fee-only Certified Financial Planner® Professionals offering financial guidance customized to your needs with no conflicts of interest. We help our clients prepare for, and succeed in, retirement, and achieve financial Peace of Mind.
That’s all we do.
The Safe Harbor Difference
We specialize in the financial issues facing clients entering into retirement or adjusting to their retirement.
Retirement Is A Major Life Transition — Here's How Safe Harbor Can Help
Congratulations on being a wise financial steward and accumulating substantial retirement assets as a result! Your hard work and dedication have truly paid off. However, as you embark on this new chapter in life, it's important to understand that the transition to retirement can be very different from what you did to get to this point. Simply put, the strategies that got you here may not be enough to get you where you want to go now.
Our focus on the unique issues faced by those in or approaching retirement makes us the ideal partner for you. Our role as your Retirement Success Advocate sets us apart from others, providing a personalized service for select clients who value guidance and support. Don't hesitate to reach out to us, we're here to help you make a smooth and successful transition into retirement.
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What Is A Retirement Success Advocate – And Why You Need One
Financial planning and management IN retirement is very different than planning FOR retirement.
Simply put—what got you TO retirement won’t necessarily get you THROUGH retirement. You need a specialized guide to help you on this journey.
Learn more about how Safe Harbor can be your personal Retirement Success Advocate.
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Do I Have Enough To Retire?
The answer to this common question is different for each of us. It is not so much what you have that counts, but what you need to live a long and fulfilling retirement compared to what you expect to have in guaranteed income, and the amount of income needed from your savings over a long period of time.
Our cash flow approach to retirement income planning can give you comfort in answering this question for yourself.
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How (NOT) to Fail at Retirement: 7 Essentials of Retirement Success
Learn about some of the pitfalls of retirement planning (or lack thereof) and some critical things you can do to help yourself succeed in retirement. Download our FREE Information Paper today.
The Unique Nature of the Safe Harbor Client Experience
Safe Harbor offers our clients several focused comprehensive projects that are tailored to their individual circumstances, as well as some topic-specific engagements on an hourly or project-fee basis.
We never sell any products, nor do we take over management of our client’s investments. Instead, we help our clients manage their own investments in a tax-efficient manner.
The Safe Harbor Mission
Safe Harbor’s mission is to ensure that professional, objective financial advice is provided to our clients in the manner most appropriate for their needs. Our focus on those clients who have already transitioned into retirement and those preparing to do so in the near future makes us unique among other financial professionals.
