Phone:
- (877) 251-6085
Fax:
- (877) 656-2551
How much you'll have if you invest...
WatchIndividuals & Families
When it comes to your personal financial goals, it’s important to have a plan. At Safe Harbor Pension & Wealth, we can design a personalized strategy that can help get you closer to the future you’ve always imagined.
Learn MoreBusiness Owners
At Safe Harbor Pension & Wealth, the community is our customer. We believe in the power of the local small business, and it is our mission to help you and your business build a healthy financial foundation.
Learn MoreNewsletters
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Lease Payment
How much would your monthly lease payment be?