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Ponce de Leon Inlet Lighthouse
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About Safe Harbor Financial
Safe Harbor Financial Services, LLC, focuses on financial strategies for small to mid-sized companies; including retirement plan design, investment management, insurance planning, and retirement plan distribution strategies. Safe Harbor provides fee-for-service financial planning for executives and thier families, including business and estate preservation programs.
Safe Harbor Finanical Services utilizes a unique process for assisting family business owners to create intelligent strategies for accumulating, preserving, and transferring wealth from one generation to the next. These unique programs can help professionals, individuals, and families, define, monitor, and pursue financial freedom.
With a deep commitment to the success of family-owned businesses in Brevard County, James Marshal remains a political advocate within political circles, business organizations, and the Chamber of Commerce. |
Investment Consulting
Safe Harbor Financial Services, LLC offers various professional investment and consulting services which include Asset Allocation and Investment Management in both fixed and equity securities. Our Asset Allocation programs use independent money managers.
We use the skills of our own personnel and independent money managers to develop personalized investment portfolios which are chosen based on the investor's investment goals, objectives and risk tolerance.
Our Fund Source Program is a mutual fund consulting service encompassing funds which offer shares to our clients at net asset value and include wide range of no-load mutual funds.
All of our consulting programs include managers' selection, comprehensive client consultations and periodic reporting with the objective of achieving a defined investment objective within the agreed upon risk tolerance.
Stock and Bond Brokerage
Safe Harbor Financial Services, LLC has the qualifications and facilities to execute stock, bond, options, ETFs, and other securities trades in all of the major exchanges.
Mortgage and Re-Finance Programs
We can assist you in obtaining a mortgage or re-financing a mortgage.
Life Insurance Planning
As a independant insurance agency with access to dozens of carriers, we can assist you in finding a life insurance program that right for you and your family.
Investment Advisory Services through Sigma Planning Corporation, a Registered Investment Advisor.
Securities offered through Sigma Financial Corporation, Member FINRA/SIPC
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