Safe Harbor Asset Management
Connecting with the community, at Safe Harbor Asset Management we examine the clients' whole financial portfolio and provide detailed, integrated recommendations.
•Investments
•1031 Exchanges
•Retirement planning
•Estate planning
•Insurance planning
•Education planning
•Cash flow strategies
•Tax reduction strategies
•Educational discourses on how tax avoidance in real-estate impacts a brokers business
03/03/2023
When Financial Uncertainty Rears it's Ugly Head
When Financial Uncertainty Rears it's Ugly Head The key to build serious wealth-whether in a business or your everyday life.
02/23/2023
At Safe Harbor Asset Management, we frequently receive inquiries from considered real estate-rich and cash-poor, who have locked up most of their in assets like that are difficult to convert into cash.
https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor
Case Study: Real Estate-Rich, Cash-Poor Aging Property Owners with Passive Income Needs for Retirement At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have
02/17/2023
An Exit Planning Strategy for Business & Investment Properties
Defer Capital Gains Taxes on Investment Properties Learn how you can use 1031 exchanges and DSTs to your advantage by Downloading my FREE Brochure. Read About: What a 1031 exchange is and an overview of the basic steps Essential rules and timeline to
04/26/2022
Special Report: Skillful Co-Parenting After Separation & Divorce
https://conta.cc/3OCO2tG
Special Report: Skillful Co-Parenting After Separation & Divorce Share The Report With Clients! Thank you for your valuable time. For more information on our Thought Leadership program and to receive your own custom reports lets have a chat! Sincerely, Stephen K. D
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Website
Address
167 E Main Street
Huntington, NY
11743
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |