Safe Harbor Fiduciary, LLC

Description

At Safe Harbor Fiduciary, we believe that our client is top priority. We wish to engage in a friendly, yet professional relationship whereby you feel we are providing a beneficial and convenient service. We strive to conduct all aspects of our service with integrity, honesty and consistency.

Helping you plan your income in the most tax efficient manner to meet your needs involves a well thought out plan to evaluate your special needs concerning risk of assets, liquidity needs for emergencies and feeling comfortable with the possible changes in your income needs from changes in the cost of where you live to changes in the cost of your health care.

Don Moore is a Registered Financial Consultant® and a Certified Estate and Trust Specialist™ with Safe Harbor Fiduciary. He and his team have over 30 years of business experience in the financial services and estate planning industry. Mr. Moore is the author of “Your Retirement Roadmap” a book helping today’s retirees navigate the roads and potholes of retirement. To schedule a time to discuss your financial future contact us at info@safeharbortaxadvisory.com or call us at 850-435-4844 today!

Along with his financial advisory service, Safe Harbor Fiduciary, LLC, also provides tax preparation and tax planning specializing in preparing returns for retired individuals and couples. Through his tax advisory service he is dedicated to ensuring that his clients pay the lowest possible tax allowed by the IRS through proven tax reduction strategies. Moore offers his clients, as a value added feature, a very unique service that he has not seen duplicated anywhere.

The loss has a dramatic change in their mindset and lifestyle. This is the primary reason why Affluent Americans are far more concerned with protecting what they accumulated rather than chasing a risky possible high rate of return.

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