Safe Harbor Wealth Advisors, LLC is an independent Registered Investment Advisor serving clients in Ohio who are planning for retirement, entering retirement, or already retired. Our service offerings span a full suite of wealth‐management and retirement‐oriented planning solutions, organized into the following key areas:

IRA & Retirement Accounts

Helping clients optimize and manage their retirement accounts, including:

Annuities

Safeguarding lifetime income and adding stability to retirement planning through various annuity vehicles:

Investment Management

Active portfolio management and investment oversight, tailored to clients’ risk tolerance, goals, and life stage.

Income Planning

Designing strategies to convert retirement assets into sustainable income streams, balancing safety, growth, and income needs during retirement.

Life Insurance

Leveraging life insurance for protection and legacy purposes with a variety of policy types:

Long-Term Care Planning

Assisting clients in preparing for long-term care costs and integrating coverage strategies into their overall financial plan.

Medicare

Guidance on Medicare enrollment, plan selection, and related healthcare decisions for retirees.

Social Security

Analyzing and advising on Social Security timing, strategies, and maximizing benefits within each client’s broader retirement plan.

Estate Planning

Coordinating with legal professionals to structure wills, trusts, and other tools to preserve wealth and facilitate orderly transfer to heirs.

Tax Support

Supporting tax-aware planning, helping mitigate tax burdens across retirement, income generation, and wealth transfer strategies.

Generational Vault

A secure tool designed to help clients manage legacy, document family wealth strategies, and preserve knowledge for future generations.

Schedule a Complimentary Meeting

If you are looking for expert guidance to build wealth that will build generational wealth, last through retirement and give you peace of mind, contact our team today. We’ll review your existing portfolio and provide a strategy that will grow your money based on your risk tolerance and financial goals. Call us at (614) 760-0670 or schedule a complimentary consultation.