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Safe Harbor Financial Planning Group, LLC

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Safe Harbor Financial Planning Group, LLC

Overview:

At Safe Harbor Financial Planning Group. LLC, our concept of Financial Planning is all encompassing. It includes concepts of planning for growing money, liquidity, cash flow, tax reduction and estate (legacy) planning.

We believe that our clients need to know that if they live too long, die too soon, or get sick in the middle they should have a plan that addresses all of these issues.

While many advisors may focus on the growing money aspect, we believe that the other areas play a very vital role in determining financial well-being. An investment portfolio is not a financial plan. There are many aspects to a plan beside investments. Our team goes through many checks and balances to make sure our clients are moving forward and comfortable in the planning process.

Our team does not believe in equality, meaning we don’t believe that people in or facing retirement in the near future should have the same plan as someone who is 35. Obviously, the needs are very different, but too often, when we see financial plans from other advisors, we find ourselves amazed at how similar the plans are regardless of individual situations. This tells us that many advisors are not really doing the work needed to meet the needs of different clients, possibly because they are under some kind of quota where they are under pressure to sell new prospects.

At Safe Harbor Financial Planning Group, LLC we don’t operate on quotas, nor do we need to sell specific products. We provide comprehensive financial planning to provide real solutions that apply to clients’ actual needs now, and to plan for contingencies in the future. You have a choice when it comes to a planner. Choose wisely with Safe Harbor Financial Planning Group, LLC.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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