Our clients are families, business owners, hard-working employees from many industries, and retirees. While we serve a wide variety of people, our clients all have one thing in common, they are in need of good financial advice and are willing to delegate. They are goal-driven. They understand that finding a professional they can trust will give them their time back. That's where we come in!
Helping provide shelter from market storms since 1988
Webster defines a "Safe Port" as a place where ships may ride secure from storms.
With our office located in the beautiful coastal town of Gloucester, Massachusetts, we have the opportunity to view one of the country's most infamous safe ports in our backyard. When storms rage over the Atlantic Ocean, the captains of ships that make it into the harbor have peace knowing that, despite the elements, they are safe.
In the financial world, we have been through a lot since 1988. Market crashes, bear markets, bull markets, major worldwide crises -- you name it. There have been plenty of "storms" affecting the markets over the years. However, clients of Safe Port Financial have experienced the confidence in knowing they have a team of professionals to help protect them during turbulent times.
At Safe Port Financial, we have been helping provide shelter to our clients from market storms since 1988.
It starts with a financial plan. This is the part where we organize your financial life and bring immediate clarity to your situation. This is one of the most enlightening aspects of our process.
The planning process can happen at any point in life. The phase of life dictates the conversations we have.
By coming alongside you, understanding your long-term goals and getting to know you, we can select investments that are custom-tailored to suit your needs.
The asset management process involves understanding your risk tolerance, and performance objectives.
We aren't trying to beat the market, or even time the market. We are investing in a way that gives us the highest chance for success based on what the word "success" means to you.
We find that our asset management services are best suited for those with at least $500,000 in manageable assets.
Our clients call us for anything finance-related, big or small.
Need to know what to do with the sale of a property? Give us a call. Let's dive in and come up with a game plan. Need to know which debt to pay off first? Give us a call. Need to know if you should buy or lease a car? We are happy to take these phone calls.
Access to your financial advisor for ongoing financial coaching is foundational to who we are as a firm.
We believe this level of service is what equips our clients to become confident financial decision-makers.
Most people with more complex financial situations like the thought of delegating their business and personal finances to a team of professionals who can work behind the scenes to manage their books and optimize their finances. When everyone is talking, the client's legal and tax obligations, accounting, bookkeeping, insurance and investments can all work in coordination. This not only creates efficiency, it can be financially advantageous to the client as the team works to optimize the entire picture.
Our network includes:
When you join Safe Port Financial, you can have access to a team of people you can trust, all working together to benefit YOU.
Thinking about reaching out? We work with a number of different types of clients. Follow the link below to find out who we work with and how we add value to their journey.