Get Your Financial Readiness Report Card Today!
Getting your best financial "grades" involves much more than just investing and saving -- you need a Financial Plan to get the most out of your life.
This short no-cost, no-obligation quiz from Safe Harbor Financial Advisors will help you determine your own financial readiness. Do you make the grade?
"A penny saved is a penny earned."
"An investment in knowledge always pays the best interest."
"By failing to prepare, you are preparing to fail."
Safe Harbor Financial Advisors uses these time-tested principles of Benjamin Franklin as the foundation of our service model. We are fee only financial planners who serve clients throughout Northern Virginia and now Rhode Island with our holistic approach that does not focus solely on investments or retirement savings. We understand that personal finances can be complicated and confusing. We also know that financial independence is a critical element to achieving Peace of Mind, particularly as you approach or are in your retirement years. We work with you to ensure that you understand your personal financial situation and what you need to do to achieve your goals. We want you to have the knowledge and confidence to plan for your financial independence.
Safe Harbor's fee only financial advisors serve clients in Fairfax County, Prince William County, Alexandria, Arlington, and Loudoun County from our main office in Occoquan and satellite office suites in Fair Oaks, Reston, Tysons Corner, Alexandria, and Arlington (Ballston). We now offer Safe Harbor fee-only financial services to clients in the Newport, Rhode Island area from our new satellite office in Portsmouth, RI. See our Contact Page for more information or visit www.SafeHarbor-RI.com.
Our approach, charging an hourly or project fee for our services, is very different from most other financial planners. As members of the nationwide Garrett Planning Network of fee only financial planners we act as a fiduciary for our clients, which means we must work only in the client's best interest and avoid any conflicts of interest.
We invite you to contact us to arrange a no-cost, no-obligation "get acquainted" meeting to learn more about how Safe Harbor can help you manage your own money.