Families

A common misconception in the finance industry is the idea that financial advisors only work with retirees, affluent investors, or business executives. At Safe Port Financial, we are a family-run office. This means we naturally have found a unique niche with higher-income families in our community. We find families have unique opportunities and challenges that we can help with.

Families are just too busy to become experts in personal finance. Often, they have the income to save for that vacation they want to take, the investment property they want to purchase, or the retirement they dream of, but they are too disorganized to understand how to get there.

That's where we come in.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your short and long-term goals, and understand your tolerance for risk. From there, we custom-craft a plan to help you reach those goals you have always dreamed of.