Retire Well

Are you looking for the right strategy to retire well? Safe Harbor is here to help. We believe that the keys to a successful retirement come down to three things: Your money should stay safe, your returns should stay reasonable,** and your overall strategy should be simple.

Safe Harbor Associates, LLC

What We Do

At Safe Harbor Associates, we don’t just help you retire, we help you retire well. Here’s an important question to ask yourself:

Can your current retirement strategy handle a down market?

The stock market, by definition, has “ups and downs.” As a result, accounts that invest in the stock market could potentially lose value. With that in mind, what can you do to protect your money? We can offer you options to keep your principal safe.

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Our Three Core Principles

When assisting clients, we keep three core values in mind. We believe these are the key to your long-term financial success. If your values align with ours, then we may be of great help to you! Reach out to us to learn more.

couple meeting with financial advisor to discuss how to retire well
couple lounging in chairs on the beach retire well

Stay Safe

During your working years, your strategy was probably to buy stocks and hold onto them until the right time. However, you don’t have time on your side anymore as retirement nears… Or arrives. Your risk tolerance may now be lower: Market downturns could cause your nest egg to decrease in value. So, protecting your principal becomes a new priority. We understand the importance of staying safe, and that’s why it’s our core value.

Reasonable Rate of Return**

Do you have to give up earning reasonable rates of return in order to protect your principal? Or, do you have to compromise your financial safety to earn a higher return?

Short answer: No, you don’t! Making sure your money is safe is crucial, but earning enough of it is too. Reach out to us to learn ways to get both of these benefits.

senior couple reading book on park bench how to retire well

Stay Simple

Decisions you make regarding your money will impact you for the rest of your life. With this in mind, are you making the best choices? Do you know all your options?

With all the different factors to consider, you might feel a bit overwhelmed.

To that end, we take the time to educate clients. We believe that the best retirement strategy is one that you both understand and are confident in. Having a simple strategy is another one of our core policies.

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