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Reach Financial Clarity

When it comes to managing finances, most people feel disorganized. They need clarity in order to make confident decisions but are unsure how to get there. We provide clarity by helping you understand your options, get organized and put a plan into motion.

Reclaim Your Time

Time is the one resource we can not buy more of. We wish we had more of it to do the things we love, but we run busy lives. That's why finding a financial advisor you can trust with your finances is imperative. 

Experience Contentment

Don't fear the unknown. By living your life according to a detailed, well-thought-out financial plan you can experience ultimate contentment.

Retiring at the wrong age can be costly.

At Safe Port Financial, we believe that a life of financial contentment comes when your finances are organized, and the decisions you face can be made with a clear mind and confidence. To achieve this, you need a customized financial plan. The problem is that coming up with a strong plan requires time and brainpower to know the best decision for you. If you do not have the time or energy to do this on your own, that can lead to disorganization, making you feel anxious. We believe no one should have to make life-altering financial decisions without professional guidance.

We understand what it's like to have fear and anxiety related to money. This is why we have dedicated the last 35 years to helping a countless number of clients navigate significant life decisions and economic downturns.

Getting started:

  1. Talk to an Advisor
  2. We meet to learn more about your journey and destination
  3. We partner with you by providing you with a plan and access to our team moving forward

So, schedule a call. And in the meantime, check out our e-book titled "Retire Happy: A Simple Guide to Your Next Big Adventure" to learn about some of the best ways you can make life's second act even greater than your first.

Access Our Free E-Book

Providing trusted, objective, fiduciary advice for over 30 years.

Client Centered

“My clients count on me for good, impartial, objective financial advice. Whether it is something big, like what to do with an inheritance, or something simple, like whether or not they should buy or lease a car, I'm a phone call away.”


- Mike Buxbaum, CFP® | President

Who We Work With

Retirees

Retirees

We put together a comprehensive retirement plan that provides clarity for those looking to retire within the next 10-15 years.

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Business Owners

Business Owners

Helping business owners with planning, tax savings, retirement plan strategies, retaining key employees and integrating your business finances with personal finances.

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Families

Families

We help families ensure they are on the right track toward their major financial goals.

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Technology Industry Workers

Technology Industry Workers

Our niche in the technology industry has allowed us to provide specialized services to tech workers, including help with stock options.

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Serving Gloucester, MA, Rockport, MA, and the Greater Boston Area

Helping provide shelter from market storms since 1988.

Retirement Planning

Retirement Planning

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Investing

Investing

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Estate Planning

Estate Planning

Estate planning goes beyond the legal documents. It also requires a well-thought-out financial plan so you can leave a lasting legacy. That's where we come in.

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Tax Strategy

Tax Strategy

Taxes impact our investments and financial decisions greatly. We create a tax strategy to minimize the impact taxes have so you can keep more of your nest egg.

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Getting Started:

Getting Started:

  1. Click the button below to schedule an appointment.
  2. Schedule a fact-finding meeting.
  3. We will put together a financial plan to build confidence!

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Your Year-End Financial Planning Checklist for 2023

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Teen Drinking and Your Liability

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