Asset Protection


At Safe Harbor, we bulletproof your assets from the threat of lawsuits, business reversals, divorce, and government regulators with the same powerful, legal strategies used by some of America’s Richest families.


We will help you develop a properly constructed plan that allows you to achieve your asset protection objectives and still maintain full control and use of your assets. You don't have to conceal your assets to avoid a lawsuit, instead with your personalized protection plan you will be able to fully and truthfully disclose all your financial information with confidence and security.




"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

-Suze Orman



700 S Palafox St, Suite 300

Pensacola, FL 32502


3290 Dauphin St, Suite 506

Mobile, AL 36606


FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843




© 2021 Safe Harbor Fiduciary


Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.