You've worked hard and saved your money. Your money has been working hard for you, too. Retirement is coming and what should you do with your retirement plan you've been contributing to? Should you leave it where it is? Should you pull it out and put it in the bank? Should you roll it to an investment firm/financial advisor? So many options. How can you know which is right for you? At Safe Harbor Financial, we take a holistic approach to your retirement financials and provide objective advice and solutions. As a CFF (Certified Financial Fiduciary), we are obligated to put your best interest first. That being said, using the rule of 100, we often recommend some portion of your nest-egg be secured in a safe money investment.
Yes, SAFE!!! Meaning you cannot lose money to the downturns of the market. You'll share in the growth of the market without your money being exposed to the risk and the roller coaster of Wall St. Our financial vehicles keep your nest egg safe while growing it as the market grows. Sounds too good to be true, right? It is true! In fact, it gets even better! Not only can we keep your nest egg safe and continue growing it, but if it's income you want in retirement, we can also set it up to give you a paycheck for life. With Americans living longer and spending more time in retirement, many retirees are concerned about outliving their savings. We'll create an income stream you cannot outlive....even if your principle is depleted, you'll still continue receiving a paycheck until you pass away. You'll maintain liquidity and ensure that your retirement future is bright.
Our financial vehicles are designed to give you:
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