Retirement Planning

At Safe Harbor Financial Group, we pride ourselves in providing comprehensive retirement planning services to our clients.

 

We review our clients wills, estate plans/trusts, taxes, and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

 

We offer:

  • Retirement Planning
  • Income Planning
  • Financial Needs Analysis
  • Beneficiary Review
  • Estate Preservation
  • Risk Analysis
  • Insurance Planning

 

Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view.

 

We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

 

Eric Bowser does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.  In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.