Where do you want to go?
We all want our financial and retirement plans to feel like smooth sailing. The best way to achieve this is to map out a way to get there, while avoiding choppy waters. At Safe Harbor Solutions, we have been helping clients do just that for more than 20 years. After all, we have helped thousands of individuals, families, retirees, near-retirees, and businesses reach their destination.
Our goal is to create a comprehensive financial strategy that includes multiple opportunities to allow you to achieve or maintain your financial success. Our team of advisors can provide expertise in various financial and retirement disciplines to give you a well-rounded, customized financial strategy.
At Safe Harbor Solutions, we offer:
- Clear, easy-to-understand explanations
- Personalized recommendations based your needs
- A commitment to always serving your best interests
Are you ready to map out your financial future? If so, let’s talk.
Upcoming Events
We frequently host events to share our knowledge about financial and retirement topics. Please see our events page for upcoming events.
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Contact Us
Phone: 619-786-1814
Fax: 619-786-1815
Address:
3111 Camino Del Rio North
Suite 400
San Diego, CA 92108
Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Safe Harbor Solutions and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Safe Harbor Solutions.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.