Safe Harbor

Safe Harbor Financial Management

We build life long relationships to help clients work toward financial independence. We find strategies from our own expertise as well as an independent network of seasoned professionals. We call upon LPL Financial, the leading company supporting independent financial advisors, for their team of specialists and deep resources to find better answers to financial questions. We focus on caring personal service to help reduce financial anxiety and build a better quality of life.

Your Source for Independent Financial Management

You receive prudent counsel without the strings attached. As an independent advisor, I have chosen LPL Financial to provide financial resources for our clients. This means no proprietary investments and no pressure from any management hierarchy. Through LPL Financial we offer fee based asset management which means no more paying commissions, no hidden charges, and transactions only as needed and only when you see they would be in your best interest.

What to expect

At SAFE HARBOR FINANCIAL MANAGEMENT we take a personal interest in your investment results. Performance reports comparing results to benchmark indices are developed and discussed during your private review each quarter. Adjustments are made with your consultation as your circumstances may demand or in order to anticipate changing investment conditions. We know you and your family as individuals not account numbers.

Ask a Question. Offer a Suggestion.


Sign Up For Our Mailing List