Our Services and Fees
While we understand that posting our fees on our website poses a risk of “sticker shock” for prospective clients or the ability for other planners to compare their own lower cost or “free” plans to ours, we believe that full disclosure is important in allowing you to determine if Safe Harbor is the right firm for your needs. After reviewing our service offerings and other website features we invite you to call or email to arrange a no-cost, no-obligation "get acquainted" meeting with one of our fee only financial planners. We think you will appreciate our unique approach to helping you manage your own money.
Our service offerings and fee schedule can be seen by clicking on the links below:
Learn more about the services offered by Safe Harbor Financial Advisors at our FAQ page HERE.
Learn more about the financial planning process by clicking HERE.