Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
President, Safe Harbor Financial
As a former U.S. Army Intelligence, Russian Linguist and North Central University Alum – I found my way into the insurance business after the abrupt passing of my father. He had no life insurance and his investments were a mess. I thought to myself, “there has to be a better way”. I got into the insurance industry working with an agency and “learned the ropes”. As I progressed, I learned that I love helping people improve their situations, both financially and protection-wise to ensure their families would not suffer a similar situation as mine had. In 2016, I left that agency to start my own and Safe Harbor Financial was born. In a few short years, we’ve grown to a group of myself and 5 other agents and we’re still growing! My passion is helping people. Whether it’s saving someone money on a Medicare supplement, ensuring their family is covered with the proper life insurance, or helping protect their nest egg from market downturns while still growing it and giving them a paycheck for life….
I am here to help.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.