Saltwater Harbor Financial, LLC

About

What is Fee-Only Financial Planning? --- As a fee-only establishment, Saltwater Harbor is compensated solely by our clients. There are no payments contingent on the sale of a financial product, no commissions, no bonuses. We are here solely for our clients, not the possibility of what we may be able to sell to them. We are one of the only financial practices that does not require a minimum net worth, amount invested or the custody of your assets in order to help you. We believe that everyone deserves the possibility of a financial future, regardless of their current situation. Adopting a fee-only model allows us to be accessible to nearly every individual seeking guidance. We work by the hour and you pay us only for the work we do for you. Nothing makes us more proud than seeing our client’s dreams and wishes come true. Your needs will always come first at Saltwater Harbor Financial. Who Do We Work With? --- Our fee-only model allows us the amazing opportunity to work with an extremely wide range of individuals, all at different points in their financial growth. Below are some of the types of individuals we service: High Wealth Middle Class Impoverished individuals looking to change their financial course Individuals experiencing a career change Individuals looking to roll over retirement savings into self-directed IRAs Individuals looking for assistance with small financial planning tasks Individuals looking for full service comprehensive financial planning