Safe Harbor Financial Services, LLC is an independent firm that offers a wide spectrum of products to assist our clients in planning for their financial needs. Our knowledge and experience in the investment and insurance industries helps our clients work toward achieving their unique goals. Our team includes a Certified Public Accountant, a Certified Financial Planner, and an Ed Slott Elite IRA Advisor. Our clients appreciate this level of professional experience in our community.

We pride ourselves on putting our client's interests first and striving to do what is best for each person’s unique financial situation. Because of this, our firm has developed procedures and strategic alliances with Hartwell & Co. P.C. a CPA firm and multiple legal advisors to provide cutting edge solutions to our clients’ needs. These relationships allow our clients to receive a comprehensive and convenient service…all under one roof!
 
Especially in today’s environment, we recognize the need for relationships that our clients can depend on and trust. Our firm’s core principles of integrity and honesty provide the foundation these valued relationships are built upon.

Robert A Wolf

 
Rob Wolf has been in the financial services industry since June of 1995.  Rob entered into the industry after graduating from Western Michigan University with a major in Finance and a minor in Business Administration.  Rob currently holds security licenses 6, 7, 63, and 65. These licenses allow Rob to bring his clients many of the latest cutting edge financial products and services, which allows him to help his clients with their financial planning goals.  In addition to securities, Rob is well versed in insurance planning, which allows him to put together protection strategies to help his clients grow and protect their wealth.
 
Rob also belongs to the Ed Slott's Elite IRA Advisor Group™ which is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry.  As an Ed Slott Elite IRA Advisor, Rob is well equipped with up-to-date tools and resources to help his clients with all of their IRA and retirement plan questions and needs.
 
Rob established Safe Harbor Financial Services, LLC along with his partner, Jim Hartwell, back in 2002, with an eye of bringing comprehensive financial planning services to his clients.  Rob enjoys establishing and growing relationships with his clients and their children.
 
Rob has been a life long resident of the St. Joseph area and lives with his wife of 13 years, Lisa, and his 10-year-old daughter, Sara.

James V. Hartwell, CPA CFP

 

Jim is the co-owner of Safe Harbor Financial Services, LLC and also the owner of Hartwell & Company, P.C. With his 26 years of accounting and financial service experience, Jim has specialized in helping clients minimize taxes and work towards their targeted financial goals. Jim would be happy to answer any questions you might have regarding accounting or financial planning.

 

 
 
 
 
 
 
We plan in accordance with your needs, plans, and goals to help you toward achieving the
retirement years you envisioned. Call today to request your
FREE Financial Planning consultation at (269) 982-1988.
 
Our goal is to help our clients arrange their financial affairs; striving to minimize taxes and working diligently toward their long term financial goals and dreams.