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* 800-601-8650 * Home * It’s all about You! * About Us * Glossary * Blog * Contact Us TODAY is the day to start planning for the goals that matter most •••• TODAY is the day to start planning for the goals that matter most NOW is the time to make sure you and your family are protected for life TOMORROW is up to you, and we can help you get there YOUR FINANCIAL WELL-BEING MATTERS! Designing realistic Protected Growth Strategies that create future peace of mind with lifetime income There are thousands of financial planners and insurance agents in the United States. We are part of a select group who can call themselves truly independent. We don't promote products from any particular insurance company, but have access to dozens of different carriers. After a thorough analysis with you of your current and future financial needs, we provide strategic suggestions where your needs and desires are the only factors that influence our recommendations. We are not a general practitioner but the annuities specialist. You likely need both. One for your general insurance needs and a specialist for specific concerns and planning for the future. Just as in medicine, you go to different physicians for different problems, in insurance you may need more than one specialist to find the best solutions for each problem area: liability insurance, auto insurance, umbrella insurance, business insurance, estate and tax planning, medicare and health insurance, long term care insurance, pet insurance and many other needs. We specialize in annuities, in protected growth strategies that eliminate market risk for your savings and provide for lifetime income, no matter how long you live. Evaluate all options What are your dreams? Where do you want to go? TODAY'S FINANCIAL CONCERNS Learn how we can help You achieve protected growth and lifetime income. ESTATE How am I going to successfully plan for the next generation? RETIREMENT Do we have enough assets and resources to retire? INSURANCE How much life insurance do we need to be protected? EDUCATION How am I going to pay for my child's education? TAXES How do I manage taxes year round to keep more of what I earn? INVESTMENTS How can I decrease volatility from investments? ESTATE How am I going to successfully plan for the next generation? RETIREMENT Do we have enough assets and resources to retire? INSURANCE How much life insurance do we need to be protected? EDUCATION How am I going to pay for my child's education? TAXES How do I manage taxes year round to keep more of what I earn? INVESTMENTS How can I decrease volatility from investments? WHAT WE CAN DO FOR YOU PROTECTION Comprehensive and objective advice for all your life insurance needs RETIREMENT PLANNING AND STRATEGY Protected Growth - Lifetime Income HOW TO GET STARTED? To be an effective partner, we need to get to know you and your goals! Meetings are virtual through zoom or phone. We can share our screen with you but at no time do we have access to your computer. Your computer remains completely private and under your control. 1 GET IN TOUCH The best way to get started is to simply phone, 800-601-8650 or contact us via email or contact form 2 INITIAL MEETING It helps us to get know each other. I'll tell you about myself and answer any questions you may have. Then I will get some basic information from you about your concerns and goals and current status to ascertain whether our services can be of benefit for you 3 IF YOU DECIDE TO PROCEED… We set up a second meeting, which is the start of the planning process… TAILORED ADVICE FOR COMPLEX LIVES Annuity Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease. Paul MarshOnix Creative - Business Owner •••• TAILORED ADVICE FOR COMPLEX LIVES Annuity Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease. Paul MarshOnix Creative - Business Owner GUIDANCE TOWARDS SECURE RETIREMENT They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. Kathy CSelf Funded Retiree FIRST CLASS FINANCIAL ADVICE Annuity Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group. Peter WilsonIT Professional & Business Owner ENJOY THE FRUITS OF WORKING LIFE I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice. Dr. Kevin AdamsSelf Funded Retiree GET IN TOUCH 5045 NW 21stLoop Ocala, FL 34482 800-601-8650 info@safeharborlifeandannuity.com * * * LATEST INSIGHTS * Tax Deductions and Credits that are often missed January 21, 2017 * How a Little Planning can go a Long Way October 22, 2016 STAY INFORMED Sign up to receive the latest news and resources © 2021 Safe Harbor Life and Annuity * Privacy Policy| * Terms & Conditions| * Financial Services Guide| * Home * It’s all about You! * About Us * Glossary * Blog * Contact Us