Safe Harbor Financial Advisors now offers two fee-only service programs, our standard hourly or project fee financial planning services, now informally called our "Anchorage" program, and our new subscription/retainer ongoing service program we call our "Pierside" program.
While we understand that posting our fees on our website poses a risk of “sticker shock” for prospective clients or the ability for other planners to compare their own lower cost or “free” plans to ours, we believe that full disclosure is important in allowing you to determine if Safe Harbor is the right firm for your needs. After reviewing our service offerings and other website features we invite you to call or email to arrange a no-cost, no-obligation "get acquainted" meeting with one of our fee only financial planners. We think you will appreciate our unique approach to helping you manage your own money.
The “Anchorage” hourly/project fee structure means that you pay for just the time your advisor works with you or for you, just like the as-needed professional services provided by your doctor, dentist, attorney, or CPA. Clients have the flexibility to engage an advisor’s services on a one-time or periodic as-needed basis in our "Anchorage" service program. Our service offerings and fee schedule can be seen by clicking on the links below:
"Pierside" Ongoing Service Program
For select clients who are within about 5 years of retirement or in retirement and meet certain qualifications, our "Pierside" program offers them a comprehensive annual service schedule that is intended to provide a structured approach to the different financial issues that our clients face each year with the services timed for greatest effectiveness during the year. Some have compared this program to a “concierge” medical service where enrolled patients pay a recurring fee for priority services.
The Safe Harbor Pierside Service Program is a comprehensive financial service program for which clients are charged an annual retainer fee paid on a quarterly basis. The Pierside Service Program provides an option for those clients who want financial advice and assistance in a structured approach with a holistic, tax-focused, and comprehensive annual service program. Pierside is intended for pre-retirees (within approximately 5 years of planned retirement) and for those clients already in retirement. Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.
Our integrated approach makes sure that you have what you need and that your money is working for you as efficiently as possible. We work with your current professionals or, in some cases, in place of your former provider, to make sure that your financial journey in retirement leads you successfully to your goals.
The “one-stop-shop” for financial services and our role as your Retirement Success Advocate distinguishes Safe Harbor from your other financial service choices.
Learn more about the Safe Harbor Financial Advisors Pierside service program.
