WHO WE ARE

Safe Harbor Finance & Insurance is a financial consulting firm based in Clayton, MO. We work with retirees and pre-retirees, helping to guide our clients on the proper path to achieve their financial goals by providing clear, concise financial planning education, making our clients' best interests our top priority and never compromising our honesty, integrity and commitment.

OUR MISSION

We help our clients simplify their planning strategy in today's upredictable financial landscape. We address their needs and any fears regarding retirement, protect their principal and enable it to grow and provide a straightforward, individualized financial plan that is easy to understand. We help you build a strong foundation based on sound financial planning, enabling you to achieve your goals -- financial independence and security, a comfortable retirement and invaluable peace of mind.

ABOUT US

Safe Harbor Finance & Insurance is a financial consulting firm that specializes in helping retirees and pre-retirees realize their financial dreams in retirement. We believe in protection of principal first and create an atmosphere of trust by building personal relationships with a strong commitment to our clients. It is our goal for all of our clients to have financial peace of mind and less money stress, knowing their savings is in a safe place where the principal is protected. Here at Safe Harbor Finance & Insurance, it is our goal to help you gain a reasonable, conservative rate of return on your money over time. What we offer our clients not only allows us to achieve this goal; it protects their principal and interest from market volatility. Protection of your savings is essential if you want to live a worry-free post-retirement life. In the wake of recent economic meltdowns, the need for a safe, secure financial instrument that allows you to earn stable retuns on your savings cannot be emphasized enough. Safe Harbor Finance & Insurance provides custom designed financial solutions that help you preserve, protect and grow your savings, worry free. 

Services/Products: Financial Planning Consultant, Financial Advisor, Retirement Planning, Retirement Insurance Plans, Retirement Income Protection, Investment Planning, Fixed Index Annuities, Insurance, Long Term Care, IRA and 401(k) Transfers/Rollovers, Wealth Transfer, TSP (Thrift Savings Plan) and Pension Plan Review.