Safe Harbor Retirement Group LLC is an independent, financial planning firm offering a comprehensive range of services for retirees and those planning for retirement. Focusing on designing strategies that secure wealth and reduce risk, while also assisting in all of the necessary legal estate planning, including trusts and power of attorney documents to provide peace of mind as your assets grow. As an independent firm, Safe Harbor is not limited to a handful of products or providers, but represents virtually every carrier available to help you get more out of your investments and reach your financial goals. Additional DBAs - Safe Harbor Retirement Group of Ohio LLC, Safe Harbor Wealth Management LLC. Award winning.
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
Capitol Benefits is an award-winning independent insurance agency representing 12 states. Our two main offices are in the Washington DC area and the Jacksonville, FL area. We represent over 200 insurance companies and all types of insurance.. We represent our clients, not an insurance company. Discounts of up to 30% are available for combining home and auto, AARP members, Federal Government employees, safe drivers, and more. Visit our website at www.capitolbenefits.com for instant quotes and more information!
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Employee Benefits, Individual Health Insurance, Medicare Supplements, Disability, Employer Sponsored Wellness benefits.
We do not offer personal lines such as home or auto insurance at this time.