Welcome to Safe Harbor Financial Services!
Safe Harbor Financial Services, LLC was established in 2002 by James Hartwell and Robert Wolf. Together, Rob and Jim provide their clients cutting edge solutions to their financial needs. Our services include personal financial planning, retirement planning, business planning, and estate planning. (See our complete list of Services.)
At Safe Harbor Financial Services, many of our clients benefit from our financial planning, as well as the tax services from our affiliated CPA firm of Hartwell & Company, P.C. Due to both companies being located in the same building, our clients enjoy a “one-stop shop” experience as we coordinate our services to provide them convenient and comprehensive advice.
Our firm’s goal is to deliver the knowledge and experience that will help you toward achieving financial independence. We simplify the complex, helping our clients clearly see the big picture.
Do you need a Financial Advisor? If you have any of the following questions then please consider contacting us:
- Do you know how much risk you have in your investments?
- Do you know how much risk is appropriate for your investments?
- Do you understand the true value of a well planned estate which can help avoid unnecessary costs and other complications such as probate?
- Do you have a legal advisor who can help with your estate plans? If not, we can possibly refer you to legal professionals who specialize in estate planning.
- Do you have an advisor who helps coordinate financial goals with your legal advisor?
- Are you concerned about how stock market ups and downs may impact your retirement plans?
- Do you understand the tax implications of the decisions you make?
- Do you truly understand what you own?
If you have questions, we have answers! Call our office today at (269) 982-1988 to request your FREE Financial Planning consultation!
