Safe Harbor

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Safe Harbor Wealth, Inc. offers services beyond the traditional audit and tax areas and provides comprehensive consulting in operations, finances, and investments.

YOUR POTENTIAL IS OUR PRIORITY
When your life savings is at stake, you need advice you can trust. You need a financial advisor who is concerned about you instead of just selling you a product. We offer services beyond the traditional audit and tax areas and provide comprehensive consulting in operations, finances, and systems. Our goal is to help you grow your business or savings account and, most importantly, improve your cash flow. We provide one-stop-shopping for all your financial needs. We are CPAs who see the whole picture and provide the tools needed to maximize your potential.
Creating Affluence for Eternal Influence
There are many firms today whose primary goal is to sell you something. Insurance companies, banks, and brokerage firms have jumped on the bandwagon proclaiming that they offer financial and investment planning. In reality, they are trying to sell you a commodity that is provided by their organization. They do not make money unless customers buy something from them. We have taken the position that in order to best meet our clients' needs, we have to remain objective. Therefore our services are offered strictly on a fee basis. We do not receive any commissions. Unlike those institutions, our first order of business involves developing a comprehensive financial plan. If we recommend a trust, investment vehicle or insurance product, it is only because it fits into the client's over all financial plan - not because we are anticipating a commission. Since the majority of our fees are dependent upon the total value of our clients asset base, we want to achieve the highest possible return on assets and investments. As you can see, we share mutual goals with our clients. We are constantly striving to increase the total value of their assets and our recommendations are based on increasing their bottom line. For instance, if we recommend the purchase of insurance, then we feel that there is a legitimate need for asset protection. Again, since there are no commissions, we objectively evaluate the coverage that best achieves the client's financial goals. Finally, all recommendations are evaluated on an after-tax basis. A client's tax position is one of the most important considerations when developing their financial plan and maximizing their potential.