300 N. New York Ave. #3167, Winter Park, FL 32790

bobadams@asafeharbor.com   |   407-644-6646

A Safe Harbor, Winter Park, FL A Safe Harbor, Winter Park, FL A Safe Harbor, Winter Park, FL
Central Florida's premier Financial Services Provider

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.

Please tell us what you're looking for?
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients Wills, Estate Plans/Trusts, Taxes, and Insurance.

Click to Read More
At A SafeHarbor, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies.

Click to Read More
Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement.

Click to Read More

  Who We Are  >

A SafeHarbor helps to educate and assist central Florida's near retired and retired residents with safe, holistic financial planning strategies, helping clients to create and grow wealth; protect and preserve life and retirement savings; and plan for the efficient distribution of a retirement savings in the most tax-advantageous manner, while living and at death.

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.

  Services We Offer  >

  • Retirement Planning
  • Wealth Accumulation
  • Long Term Care
  • Life Insurance
  • Tax Planning
  • Estate Planning

  What to Bring  >

When Meeting with Bob at A SafeHarbor:

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).

What to Bring to the Meeting

You should bring the following documentation:

  • Bank/credit card statements showing expenditures for at least one year and current balances.

  • W-2s/1099s showing income for at least one year.

  • Tax returns for at least two years (up to five can be helpful if they are available).

  • Mortgage and other debt information.

  • Life, health, home, auto, long term care, and liability insurance policies and information on current premiums.

  • Retirement account balances and asset allocation.

  • Investment account balances and asset allocation.

  Links Worth a Look  >