Safe Harbor Financial Advisors LLC

About Us

Safe Harbor Financial Advisors is an independent, fiduciary firm serving Safety Harbor, Clearwater, and the Tampa Bay area. We specialize in helping small business owners strengthen their employee benefits, protect their companies, and plan for long-term financial success—while also providing comprehensive guidance for individuals and families.

For Small Business Owners
Employee benefits consulting

Group health insurance and plan support

401(k) and retirement plan setup with fiduciary guidance

Executive and key-employee benefit strategies

Business succession and continuity planning

For Individuals & Families
Retirement income planning

IRA, Roth, SEP, SIMPLE strategies

Life, disability, and long-term care protection

Investment and wealth planning

We focus on clear communication, practical solutions, and long-term relationships—helping business owners, employees, and families build financial confidence with a trusted local partner.