300 N. New York Ave. #3167, Winter Park, FL 32790
firstname.lastname@example.org | 407-644-6646
We are a client centric Financial Advisory Firm. We serve our clientele from a fiduciary capacity, meaning we are legally required to put our client's interests first. Our planning process focuses on a holistic approach to addressing and solving our client's financial needs and objectives.
We assist our clients in reaching their financial goals by first determining their core values and building solutions based on these values. We continue to provide ongoing guidance, counseling and direction after the initial plan is in place. We are a full disclosure firm and we place emphasis on client education and empowerment. With a firm financial foundation in place, our clients are able to live their lives with purpose.
By working with A SafeHarbor, a client is ensuring a sound retirement plan is in place when they need it. We want our clients to rest easy, knowing their financial portfolio is cared for, and their retirement objectives can become a reality with
A SafeHarbor, LLC. Bob Adams, principal of
A SafeHarbor, believes in applying virtue, value and integrity in all that he does, both in business and in life, and chooses to work with others who abide by the same standard. Employees and clients alike are ensured loyalty, honesty and hard-work when working with Bob Adams and A SafeHarbor, LLC.
We want to get a general understanding of where you are in life – how old are you, do you have any children and how old are they, do you (or your spouse) plan to attend any more school, do you own a house, do you plan to support aging parents in any way, etc.
You may be asked to fill out a questionnaire in advance of your initial meeting. This will help us get your basic information and then we will have you fill out more details either during the meeting or after the meeting. Please inform us of anything unique to you or your family that you think will impact your finances now or in the future.
We will also ask a variety of questions to understand your current financial situation, future income needs, and risk tolerance (for investment purposes).
You should bring the following documentation: