How does the advisor help clients – Key Takeaways:
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC is a reputable and dedicated financial planning group that provides expert guidance and support to their clients. They have established themselves as a trusted financial partner for individuals and families of all income levels. Their team of experienced advisors offer a wide range of services and strive to ensure that each client’s unique needs and goals are met.
Facts and Insights
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC has an impressive track record of success and has been in business for over 15 years. They are headquartered in New York but have a national reach, serving clients across the United States. They have accumulated a wealth of knowledge in the financial industry and utilize this expertise to provide top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Numbers as of 2021.
Financial Services Offered
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC offers a comprehensive range of financial services to their clients. They understand that each individual has unique financial needs and goals, and as such, they tailor their services to meet those specific needs. Some of the services they offer include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
Client Types
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC works with a diverse range of clients, including individuals, families, and businesses. They have the expertise to advise clients from all income levels and have a particular focus on helping those who are planning for retirement or seeking financial stability during life transitions.
Fees & Compensation
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC operates on a fee-based compensation structure, meaning they receive a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients, and they are motivated to help their clients achieve their financial goals. They are transparent in their fee structure and always strive to provide value to their clients.
Background
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC was founded by a team of experienced financial advisors who shared a passion for helping individuals and families achieve financial stability and security. They have a combined experience of over 50 years in the financial industry and have earned a reputation for their commitment to their clients’ success.
Financial Advisor Disclosures to Know
SAFE HARBOR FINANCIAL PLANNING GROUP, LLC believes in transparency and providing their clients with all the necessary information to make informed financial decisions. As such, they have no disclosures listed on their public record. This is a testament to their ethical and professional approach to financial planning.