Phone:
- (877) 251-6085
Fax:
- (877) 656-2551
How much you'll have if you invest...
WatchBusiness Owners
At Safe Harbor Pension & Wealth, the community is our customer. We believe in the power of the local small business, and it is our mission to help you and your business build a healthy financial foundation.
Learn MoreIndividuals & Families
When it comes to your personal financial goals, it’s important to have a plan. At Safe Harbor Pension & Wealth, we can design a personalized strategy that can help get you closer to the future you’ve always imagined.
Learn MoreNewsletters
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.