Safe Harbor Pension & Wealth is a comprehensive provider of pensions, retirement planning, wealth management services and strategies to both corporate and individual clients.
We focus on constructing customized corporate retirement strategies for small, closely held businesses with the goal of maximizing benefit for ownership groups within the framework of qualified retirement plans. Many companies equate company sponsored retirement plans (such as 401k plans or pensions) to other benefits required to retain employees. They look at the qualified plans as a corporate expense, often overlooking the plan as an extremely efficient way to transfer company generated money into the hands of the owner in a tax free manner. Qualified retirement plans also offer special protection of assets under the rules of ERISA which is very beneficial in high risk or highly litigious industries.
Safe Harbor Pension & Wealth uses corporate sponsored retirement plans as one of several ways to assist business owners in both wealth creation and wealth transfer. We are a full service wealth planning firm with CERTIFIED FINANCIAL PLANNERSTM
available to provide guidance on a number of topics such as tax planning, estate transfer, asset protection and investments.
Before developing a customized financial strategy, we are committed to understanding your unique needs and helping define your financial goals. As an independent financial services company, Safe Harbor Pension & Wealth has the freedom to choose the options that work best for each individual client. Please contact us today so that we can help determine the best method for assisting you in reaching your financial destination. For more information, please visit us at www.safeharborpw.com/
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, ID, IN, KY, MA, MO, NJ, NV, NY, OH, OK, OR, TX, UT, VA, and WI.
Securities offered through LPL Financial, Member FINRA/SIPC