Question about your Financial Future?

 

 

That is the mantra of “The Gulf Coast’s Retirement Specialist”, Don Moore, RFC®, CES™, a veteran of the industry and the most thorough retirement and tax planner in the Northwest Florida and Southwest Alabama areas. He is the founder of Safe Harbor Fiduciary, LLC in Pensacola, Florida and as a Registered Financial Consultant® and Certified Estate and Trust Specialist, Moore has spent several years specializing in the creation of innovative tax and investment solutions to help his clients. His strategies include creating significant tax reductions on retirement plans, applying portfolio optimization techniques, and generating failsafe retirement income strategies that are personalized to fit each individual, family, or business. Moore has also developed strategies that focus on the preservation of assets and protecting investment portfolios through intelligent tax planning. His tax advisory services include several proven tax reduction strategies that help his clients to pay the lowest possible tax allowed by the IRS. According to Moore, “The strategies we employ must produce the desired effect. The ultimate outcome must be to protect the client’s investment while making their desired retirement lifestyle possible.”

 

Moore uniquely works with retirees and pre-retirees that meet very specific qualifications. He does this because he understands that the investment mindset must change when a person enters retirement or begins to plan for retirement. His goal is help his clients manage their financial investments as they change from a growth and accumulation mode to an asset preservation mode. Moore states, “My expertise is helping clients understand the need for that kind of portfolio shift.”

 

Moore's financial planning strategies have proven successful for hundreds of clients throughout the area over the past 10 years. His knowledge of the industry and his experience allow him to help his clients truly experience financial security and freedom. 

 

 

"There is a cavernous difference between pre-retirement financial planning and post-retirement financial planning. In fact, the two are diametrically opposed."

Visit

700 S Palafox St, Suite 300

Pensacola, FL 32502

 

3290 Dauphin St, Suite 506

Mobile, AL 36606

Call

FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843

 

 

 

© 2020 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.