We are excited to present our state of the art Financial Literacy Video Library. This resource is designed to address the many issues our clients and their families face as they journey through the various financial stages of life. If you are about to retire, or juggling the various financial issues on the road to retirement, there will be valuable information for you.

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Most people don’t know what they don’t know about planning for retirement – are you one of them?
Safe Harbor has been working with pre-retirees, retirees, and women in transition since 1987. We have found over time that many people are not being asked, and are not asking, the right questions for their unique situation in order to make the plans that may work for them. We take our role as a retirement guide seriously and work diligently to ensure our clients stay on the path.

We believe each individual is different. Each family has its own set of needs and concerns. And, because of this, each financial or retirement plan should be tailored, specific and designed around relevant personal benchmarks and measurements.

Things change. Life changes. People's needs change. This is why we are proactive with our communication approach. In this way we are always in the know when our clients' lives change. Our process is an active, thoughtful, and ongoing one. Every move we make is in concert with the needs of our clients.

If you are not sure you are being asked the right questions, or you don't know the questions to ask, contact us today. We will talk about what you are hoping for in retirement, and in life, and then we will discuss what we can do for you.

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As seen in Boston Magazine*



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*FIVE STAR award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers’ future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.
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