Broker Check

Business and Personal Financial One-Stop-Shop

Serving the financial needs of business owners in both their business and personal finances.

Business Owners: You Don't Have to do it Alone

We understand business owners wear a lot of hats. Being an expert economist and financial planner shouldn't have to be one of them. Business owners come to us with a lot of concerns and challenges, such as:

  • How can I retain key employees?
  • How should I structure retirement plan benefits to offer employees in a tax-advantaged way?
  • What are some tax strategies I can implement?
  • How do I pay my quarterly taxes?
  • How can I budget for the business in a way that sets us up for long-term success?
  • Should I take out business loans to help scale the business?
  • How can I be sure my personal assets are protected in case something happens to the business?

At Safe Port, we pride ourselves in guiding our business owner clients through all of those questions and many more. With easy access to our advisors, you have a personal advocate there to help you realize a successful future. 

A Team Of Specialists, All Working for You

A Team Of Specialists, All Working for You

One of the most difficult aspects of being a business owner is balancing the financial, accounting, insurance, and legal challenges. What if you could have your accountant, bookkeeper, attorney, insurance specialist, and financial advisor all working in coordination with one another so you wouldn’t have to play the middle-man? At Safe Port, our clients have access to an entire network of professionals we commonly work with, so this dream can become a reality.