Skip to content
ph. (614) 760-0670
Risk Assessment | Client Login
Safe Harbor Wealth Advisors Logo
  • About Us
    • Our Team
    • Our Approach
    • Fiduciaries
    • Firm Documents
    • FAQ’s
  • Services
    • IRA & Retirement Accounts
    • Annuities
    • Investment Management
    • Income Planning
    • Life Insurance
    • Long-term Care
    • Medicare
    • Social Security
    • Estate Planning
    • Tax Support
    • Generational Vault
  • Media
    • Blog
    • Financially Fit Radio
    • Columbus Living TV
    • Publications
  • Locations
    • Dublin
    • Easton
    • Dayton
    • West Chester
  • Contact
Menu Close
  • About Us
    • Our Team
    • Our Approach
    • Fiduciaries
    • Firm Documents
    • FAQ’s
  • Services
    • IRA & Retirement Accounts
    • Annuities
    • Investment Management
    • Income Planning
    • Life Insurance
    • Long-term Care
    • Medicare
    • Social Security
    • Estate Planning
    • Tax Support
    • Generational Vault
  • Media
    • Blog
    • Financially Fit Radio
    • Columbus Living TV
    • Publications
  • Locations
    • Dublin
    • Easton
    • Dayton
    • West Chester
  • Contact

Life Insurance

Term vs. Whole Life Insurance: Pros and Cons

  • Post published:February 7, 2026

Life insurance is a cornerstone of sound financial planning, providing protection for your loved ones and peace of mind for you. When choosing a policy, two of the most common…

Continue ReadingTerm vs. Whole Life Insurance: Pros and Cons

Common Life Insurance Planning Mistakes to Avoid

  • Post published:December 20, 2025

Life insurance plays an important role in a well-rounded financial plan, particularly for retirees who want to protect their loved ones and preserve their legacy. When structured properly, it can…

Continue ReadingCommon Life Insurance Planning Mistakes to Avoid

How to Use Life Insurance as a Wealth Transfer Tool, Not Just Protection

  • Post published:July 25, 2025

Many people think of life insurance solely as a way to replace income or cover final expenses. While those are important benefits, life insurance can also serve as a powerful…

Continue ReadingHow to Use Life Insurance as a Wealth Transfer Tool, Not Just Protection

Life Insurance in Your Retirement Plan

  • Post published:October 28, 2023

When planning for retirement, the focus is often on traditional assets like 401(k)s, IRAs, or real estate. However, life insurance is a contender that deserves consideration. Beyond its primary role…

Continue ReadingLife Insurance in Your Retirement Plan

The Importance of Life Insurance

  • Post published:November 29, 2022

https://www.youtube.com/watch?v=lvsWs5ePEUw Life insurance is designed to help your family cover financial obligations when you pass away. Many families are left with high funeral and other expenses that make Life Insurance…

Continue ReadingThe Importance of Life Insurance

About Us

Safe Harbor Wealth Advisors Logo | Offices in Dublin, Easton, Dayton, and West Chester, Ohio

Safe Harbor Wealth Advisors, LLC is an independent Registered Investment Advisor firm that offers a comprehensive range of wealth management services for anyone planning for retirement, nearing retirement, or already retired.

  • Opens in a new tab
  • Opens in a new tab
  • Opens in a new tab

Our Services

  • Annuities
  • Estate Planning
  • Generational Vault
  • Income Planning
  • Investment Management
  • IRA & Retirement Accounts
  • Life Insurance
  • Long-term Care
  • Medicare
  • Social Security
  • Tax Support

Locations

  • Dublin:6099 Frantz Rd
    Dublin, OH 43017
  • Easton:4449 Easton Way, #200
    Columbus, OH 43219

Serving Happy Clients

Safe Harbor Wealth Advisors has an A+ rating with the Better Business Bureau. Click to view our profile.

Contact Info

  • Phone:(614) 760-0670Opens in your application
  • Fax:(614) 760-0675
  • Contact:Contact Page
Calling the number above will direct you to a licensed agent.
  • Publications
  • Home
  • About Us
    • Firm Documents
    • Our Approach
    • Fiduciaries
    • Our Team
  • Ohio Wealth Management Services
    • Social Security
    • Tax Support
    • Estate Planning
    • Medicare
    • Life Insurance
      • Term Life Insurance
      • Indexed Universal Life Insurance
      • Whole Life Insurance Policy
      • Hybrid Life Insurance Policy
    • Long-term Care
    • IRA & Retirement Accounts
      • Roth IRA
      • Traditional IRA
      • Rollover IRA
      • Inherited (Beneficiary) IRA
      • Simple IRA Accounts
      • SEP-IRA Accounts
      • Solo 401(k)
    • Income Planning
    • Generational Vault
    • Investment Management
    • Annuities
      • Fixed or Multi-Year Guaranteed Annuities
      • Fixed Index Annuities
      • Immediate Annuities
  • Blog
  • Daytime Columbus TV
  • Financially Fit Radio
  • Locations
    • Dublin
    • Easton
    • Dayton
    • West Chester
  • Contact
  • Client Login
  • Frequently Asked Questions
  • All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Safe Harbor Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Safe Harbor Wealth Advisors, LLC an SEC Investment Advisor. Insurance products and services are offered through Safe Harbor Financial Group, LLC, an affiliated company.

    The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

    Safe Harbor Wealth Advisors, LLC and Safe Harbor Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

    Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

    If a business has been accredited by the Better Business Bureau (“BBB”), it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

    BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, either principles that summarize important elements of creating and maintaining trust in business.

    BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

    Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.