Our Legacy ...
Don Moore, Founder of Safe Harbor Fiduciary
That was 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 was the founder of Safe Harbor Fiduciary, LLC in Pensacola, Florida, and a Registered Financial Consultant® and Certified Estate and Trust Specialist. Moore spent many years specializing in the creation of innovative tax and investment solutions to help his clients. His strategies included creating significant tax reductions on retirement plans, applying portfolio optimization techniques, and generating failsafe retirement income strategies that were personalized to fit each individual, family, or business.
Don also developed strategies that focused on the preservation of assets and protecting investment portfolios through intelligent tax planning. His tax advisory services included several proven tax reduction strategies that helped his clients to pay the lowest possible tax allowed by the IRS. According to Don, “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.”
Don uniquely worked with retirees and pre-retirees that met very specific qualifications. He did this because he understood that the investment mindset must change when a person enters retirement or begins to plan for retirement. His goal was to help his clients manage their financial investments as they changed from a growth and accumulation mode to an asset preservation mode. Moore stated, “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 allowed him to help his clients truly experience financial security and freedom. He is dearly missed by our staff and clients but we continue his legacy each day with respect and honor.