Safe Harbor Wealth, Inc. offers services beyond the traditional audit and tax areas and provides comprehensive consulting in operations, finances, and investments.
- Certified Public Accountants
- Registered Investment Advisors
- Comprehensive Financial Planners
SERVICES
At Safe Harbor Wealth, Inc, we provide help in the following areas:
Accounting & Tax
- Complete Accounting & Bookkeeping Services
- QuickBooks Training & Installation
- Payroll Services
- Accounts Payable & Check Writing
- Month end Reporting and Financial Statement Preparation
- Strategic Tax Planning & Preparation
- Divorce Taxation
- Contribution Accounting for Non-profit Organizations
- Graphical Church Financial Statement Preparation
Investments & Financial Planning
- Separately Managed Accounts
- Tax Sensitive Financial Planning
- Financial Planning for Divorce
- Aggressive Wealth Preservation
- Estate Planning
- Business Succession Planning
- Portfolio Management
- Asset Protection
- Planned Charitable Giving
- Retirement/Employee Benefit Programs
- Full Service Brokerage Accounts
- Stocks
- Mutual Funds
- Bonds
Consulting & Other Services
- Operations Consulting
- Database & Software Consulting
- Private Foundations
- Corporate structure review for minimizing taxes
We have knowledgeable financial advisors that will help in
- Money management
- IRA Rollovers
- Retirement plans
- 401 (k) planning
- Money purchasing plan
- Profit sharing plan
- Estate planning
- Financial Planning
- Tax Planning
- College Planning
- 403 (b) Planning
If you have any questions please email or call us.