Why We Are Named Safe Harbor Financial Advisors

Why Safe Harbor Financial Advisors | Investment Management

The Safe Harbor planning team are all U.S. Navy veterans and share a love for the sea and shore. We know the importance of getting into a safe harbor before a storm hits.

Beyond its nautical meaning, however, a safe harbor has a number of meanings in finance and taxes. Similar to a sailor seeking refuge from a stormy sea, a financial or tax safe harbor offers protection from the metaphorical storm of financial regulators or tax authorities if properly used.

Finally, we use this safe harbor theme as a goal of financial planning – when (not if) you achieve financial independence and can live comfortably after your primary earning years (the time of life formerly known as “retirement”), you have entered your own personal safe harbor and are safe from the rocks, shoals, and storms of Wall Street and the global market.