Active retirees looking for a way to preserve their hard-earned wealth, and not-so-active retirees concerned about future health care expenses, all work with the financial planning team at Safe Harbor Financial to make sure they won’t run out of money in retirement.
Jim Byrd and his experienced, responsive team members at Safe Harbor Financial understand your need for trust, integrity and transparency. We have a fiduciary responsibility to our clients which means we have a legal and moral obligation to protect their assets and make their financial interests our highest priority.
The basics of sound financial planning are the same for men and women, but women — especially widows who may be relying on their husbands’ survivor benefits — frequently face additional economic issues that require special consideration.
Lifetime Retirement Income
The Sandwich Generation
Serving Those Who Have Served
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