Safe Harbor Financial Planning
Safe Harbor Financial Planning is a small, independent, full-service company offering high-quality financial services to individuals, families and businesses. We strive to provide our clients with an exceptional level of personal service and to instill a sense of confidence and well-being in their financial lives. To achieve these objectives we've structured the firm to provide the following:
Comprehensive Planning - we address every area of your financial situation including cash flow management, retirement planning, college funding, tax management, insurance needs, and estate planning.
Fiduciary Relationship - we abide by the NAPFA fiduciary oath, which obligates us to provide the highest possible level of service and to work only in your interests.
Fee Only Billing - we maintain our objectivity and fierce independence by refusing to accept commissions or fees from insurance or mutual fund companies.