The Safe Harbor Pierside Service Program is a comprehensive financial service program for which clients are charged an annual retainer fee paid on a quarterly basis. The Pierside Service Program provides an option for those clients who want financial advice and assistance in a structured approach with a holistic, tax-focused, and comprehensive
annual service program. Pierside is intended for pre-retirees (within approximately 5 years of planned retirement) and for those clients already in retirement.

Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.

Our integrated approach makes sure that you have what you need and that your money is working for you as efficiently as possible. We work with your current professionals or, in some cases, in place of your former provider, to make sure that your financial journey in retirement leads you successfully to your goals.

The “one-stop-shop” for financial services and our role as your Retirement Success Advocate distinguishes Safe Harbor from your other financial service choices.

Pierside Program Details