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Comprehensive Retirement Income Planning

 

Safe Harbor Retirement Planners is RESULT driven. The most important result is your success in retirement. Every component of our planning is backed by academic-research to improve the RESULTS of you reaching your retirement goals. It starts with education.  The more you learn about the retirement income planning process, the better chance you will make sophisticated choices. Whether you decide to work with us, or another firm, our hope is this website will be a helpful guide  for your retirement future.

 

 

 
Your financial success in retirement is our number 1 priority! 
 

 

"The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge” 

- Stephen Hawking

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Four Pillars of Retirement Income Success


Fiduciary / Planning

Having a fiduciary standard means the advisor is required to look after the best interest of their clients.  We take this very seriously and is apparent in our Fee structure and our evidence based reitrement solutions.

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Low Fees / Transparency 

Our goal is to provide the greatest amount of value to our clients. This is why our "ALL IN" cost on a $500,000 account is over 50% lower than the average financial advisor.  Click More Info to see the full breakdown of our Fees. 

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Risk Management / Strategic Asset Allocation

Retirees face substantial more risk compared to their working years of accumulating asssets. This is know as the transition from relying on human capital to depending on investment capital.  Market Risk becomes a much larger factor! The difference is illustrated using the modern portfolio theory.  We optimize retirement plans to capture the greatest amount of growth while limiting the level of risk. 

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Technology / Organization

The advancement of technoloyg allows you to see all your accounts and important documents in one place. Our secured online vault safely retains your retirement income plan, wills, trust, medical directives, and a breakdown of networth.  With all your financial information organized, along with the next action steps helps  limit mistakes. Many mistakes in retirement can easily be avoidable with the proper technology.

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Adopting that strategy will result in successful search engine rankings for advisors because you will be speaking truth in-depth. Advisor Website is located in New York and serves all of Erie. We are an independent financial planning and wealth management firm.

I hope you have come to our website at a time of hope and plenty. That’s the best time to seek financial counsel. But it is more likely you are seeking our help because you have a specific financial challenge you wish to address. Rest assured that we are here to help you sss.

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Meet The Team

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Contact Us

You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

Lets Work Together

Our Office

4013 East Baker Avenue
Abingdon, MD, 21009

Phone: (410) 538-6800
Fax: (410) 538-6805
Email: Eric@SHretirement.com

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