Home Page 2 - Safe Harbor Life and Annuity

You have accumulated your nest egg. It may be time to protect what you have and obtain reasonable growth without any risk to your principal.

Explore options to provide protection for your loved ones and a legacy to your beneficiaries.

Enjoy peace of mind with a reliable income stream for the rest of your life, regardless of how long you live.

Diverse views, common values and a team approach to creating better outcomes

How our approach in serving our clients sets us apart from other advisory firms

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
We are a boutique firm and we thrive on building long-term relationships with our clients.
Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.