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
BUSINESS SOLUTIONS
In today's competitive environment, survival means more that just increasing your customer base. You have to add value to your business, continually improving your efficiency while staying ahead of the competition.
Using a combination of cutting-edge technology and solid experience, Safe Harbor Wealth can help maximize your bottom line. Let us help you work smarter, not harder, towards the best possible after-tax return on your assets.
Developing a Relationship
- Provide Accounting, Reporting, & Back-Office functions (determine & maintain profitability)
- You can make more money in front of your desk and with customers than behind your desk running numbers
- Unique on-line/real-time accounting systems that allow both you and us to access your accounting system 24/7
- You know your business & we know finances =Spend your time making money and we will help you make it grow
- Payroll
- Accounts Payable & Check processing
- Month-end Review and Statement Preparation
- Oral review of performance
- Manage Your Taxes
- Uncle Sam wants your money! We help you keep the maximum possible
- We advise you of tax considerations on decisions before you make them
- Provide Access to Achieve Your Goals, Dreams, & Ambitions
- Our sister company, Safe Harbor Wealth Investments, Inc. (formerly Trustar Capital Management, Inc.), is fully licensed to handle all your investments
- We provide tracking and reporting; no need for those firms that are commission driven
- We offer unique investment strategies
- Bonds
- Stocks
- Mutual Funds
- Retirement Programs
- Charitable Giving (foundations)
- Establish Your Legacy
- Our affiliate company, Safe Harbor Christian Foundation, is a recognized 501(c)(3) organization
- We can set up trusts and foundations to help you meet your philanthropic goals
- Bypass Death Taxes
- Avoid Probate
- Aide the Charities of Your Choice
- Provide for Children & Grandchildren
- Increase financial stability
This is what we mean when we say that our priority is maximizing your potential. Not only do we provide you with a roadmap, we chart a course for you and provide vehicles to meet your goals.
General