What If It Was Me

Today I was thinking, “What if it was me?” I’ve always tried to run my company and business by running my decisions or recommendations through that filter. What if it was my family? The Mission Statement for SAFE Harbor Financial is: ”Our goal is to conscientiously provide Estate & Retirement Financial advice consistent with what [...]

By |2020-04-15T01:17:09+00:00April 3rd, 2020|Annuities|

Annuities And Asset Protection

Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and accumulated a very nice emergency fund. He maxed out his employer-matched qualified plan, invested in income-producing assets, looked for any tax savings, and started a [...]

By |2020-04-13T18:24:10+00:00August 30th, 2019|Annuities|

Use A Safe for Your Important Money

My friend John has a special item in his life, John has a safe. This isn’t any ordinary safe; it is a special safe that John keeps his important money in. John’s safe protects his money so it is never at risk and no one can withdraw John’s money from his safe, except him. He is the only one with the combination to his safe. John’s safe has a special feature, it increases John’s money by paying guaranteed interest each month.

By |2020-04-15T20:59:18+00:00April 9th, 2019|Annuities|

Security is Spelled A-N-N-U-I-T-Y

Stability, volatility control, guarantees, and security are all synonyms for Annuities   In unsettling times, 1906, 1919, 1929, 1951, 1978, 1982, 1987, 2001, 2008 and other years the need for stability becomes essential. Stability helps restore confidence is a stress remover and a confidence agent. Fixed annuities provide those features; they are safe, guaranteed, secure [...]

By |2020-04-16T00:16:10+00:00February 10th, 2019|Annuities, Annuities 101|