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Safe Harbor Financial Planning and Investment Advisory

Building wealth . . .

has never been so simple.

Managing your 401k Plan

shouldn't be complicated.

Helping you make smart financial decisions about

your investments

your retirement

your taxes

your financial future

Actively Plan | Passively Invest

WHY HAVE A PLANNER?

You want a financial advisor who has proven to have advanced level of understanding in tax, estate planning, investment theory, and retirement planning.

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WHAT WE DO

Investment Portfolio Management; Individual Financial Planning; Qualified Plan Design; Plan Investment Services; Plan Sponsor Services.

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HOW WE WORK

Risk can be measured and management, before you invest one dollar. Goals Matter. Planning Matters. Strategy Matters. Knowledge Matters. Cost Matters.

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WHY US?

Safe Harbor Financial is a Registered Investment Adviser offering independent, and fee-only investment advice. Schedule a complimentary initial consultation.

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Call: (912) 489-1222

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