Freedom of Choice
Your needs and goals are unique, so shall be your investment needs and choices. As an independent planning firm, we provide you the freedom to access investment programs that are appropriate for you. At Safe Harbor Financial Services you can select from…

• Mutual Funds
• Variable & Fixed Annuities
• Life Insurance Products
• Retirement Plans
• Common Stocks
• Stock Options
• ETFs
• Corporate Bonds
• Government Securities
• Certificates of Deposit (CDs)
• Disability Insurance
• Long-term Care Insurance
• Oil and Real Estate Limited Partnerships

Financial Planning Services 

• Retirement Planning
• Estate Preservation
• College Funding
• Retirement Plan Distribution Strategies 
• Tax Reduction Programs
• Accumulation Planning
• Portfolio Analysis

Full Service Brokerage 

• Asset management accounts
• Unlimited checkwriting and debit card/ATM access
• Traditional brokerage accounts
• A variety of fee-based brokerage accounts
• Strategic asset allocation services
• Tactical asset allocation services
• Special services for retired investors
• Private credit lines (margin accounts)
• Online account access
• Online Bill Pay
• Money management 
• Education Planning
• Individual Retirement Planning
• Small Business Retirement Plans
• Business and Estate Planning