Who We Are

                                                                              Navigate Life's Transitions with Confidence

                                                                                 

                                                                                    Your Complete Financial Planning Partner

 

                                                       Multi-State Life Insurance * Estate Planning* Real Estate * Remote Online Notary

 

Whether you're relocating, investing across state lines, or planning your legacy, Safe Harbor Group provides the integrated expertise you need -all in one place.

One Partner for Life's Most Important Decisions

 

Most people work with separate professionals for insurance, estate planning, trust setup. We encourage you to maintain existing legal counsel and CPA relationships, and if needed we can refer competent experienced professionals to assist in completing the process. All to integrate all essential services, ensuring every aspect of your financial life works in harmony. Even if you are based in one state or multi-states, we are capable of provide a complete solution .

 

Multi-State Life insuarnce

Estate Planning

Real Estate Brokerage

Remote Online Notary

 Coverage for life, we understand  Protect your plan to preserve your   Buy, sell or invest with guidance    Notarize from anywhere,    

the complexities of interstate          wishes to be honored, Protect           to fit real estate into your                 anytime, secure, certified

 planning                                                  your legacy.                                               complete financial strategy.             Perfect for estate documents,

                                                                                                                                                                                                              Power of Attorney, Closings