Fee-only, hourly planning for those seeking professional, objective service with no account minimums.
|Company Name||Safe Harbor Financial Advisors, LLC|
|Position||Associate Financial Planner|
|Online Social Profiles|
300 Ellicott Street
Historic Occoquan, VA 22125
|Form ADV Brochure||View my Form ADV: Firm Brochure|
|Associations||National Association Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)|
|Credentials||Candidate for CFP® Certification|
|Fees and Services||I am a fee-only personal financial planner who works on an hourly or fixed fee basis for anyone who needs advice.|
About Safe Harbor Financial Advisors, LLC
I am a personal financial planner at Safe Harbor Financial Advisors in Occoquan, Virginia. We are a team of fee-only planners that work on an hourly or fixed fee basis for anyone who needs financial advice.
I understand first-hand the value of sound financial planning and advice received early in one's career. During my first assignment in the Navy, a colleague introduced me to a fee-only planner and that experience began my personal journey to financial security and independence.
I kept the one-page plan drawn for me as a young officer stationed in Japan. It is written in pencil on one page of a yellow legal pad and epitomizes, for me, that financial planning and investing do not have to be complicated to succeed. I’m passionate about sharing that lesson with others.
At Safe Harbor, we deliver competent, objective advice with no account minimums or net worth requirements. We don't sell products and we don't manage assets. Our goal is simple -- to earn your trust and meet your ongoing financial planning needs in a caring, professional manner.
Call us at (703) 829-SAFE (7233) to schedule a complimentary Get Acquainted meeting or visit us online at SafeHarborFinancialAdvisors.com to learn more about our services and how the financial planning process can help you.
P.O. Box 960
Occoquan, VA 22125
As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..
As I wrapped up a financial planning presentation with clients last week, we laughed when we realized we were all going to buy Powerball tickets on our way home..
|Additional Location 1:||
2331 Mill Rd
Alexandria, VA 22314