Safe Harbor Asset Management

Safe Harbor Asset Management

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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

When Financial Uncertainty Rears it's Ugly Head 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.

Case Study: Real Estate-Rich, Cash-Poor 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

Defer Capital Gains Taxes on Investment Properties 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

Special Report: Skillful Co-Parenting After Separation & Divorce 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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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