Financial Services

Our goal at Sound Harbor Financial is to work with retirees and conservative-minded people who want their life savings to be SAFE, SOUND, and SECURE in a volatile market.

As retirement specialists, we work hard to focus primarily on wealth preservation, personalized retirement planning, and educating our clients on their options for Annuities, Life Insurance, Health Insurance, & Medicare Coverage.

Our Tools:

At Sound Harbor Financial we create peace-of-mind and a sense of security with our clients by working to protect their assets using modern tools for planning:

  • Medicare Supplements

  • Medicare Advantage Plans

  • Annuities

  • Fixed Index Annuities

  • Life Insurance

  • Index Universal Life Insurance

  • Health Insurance

  • Christian Healthcare Sharing Ministries

  • Long Term Care

  • Dental Plans

  • Vision Plans

  • Medicaid Planning

Our Philosophy and Commitment

Each client's situation is unique. A one-size-fits-all approach will never work in today's climate. We use custom solutions that take advantage of opportunities that our competitors can't offer. That's what we deliver to you.

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When you have us on your team, we roll up our sleeves and become your partner. Our success is measured by your peace of mind. That's why we invest whatever resources are needed to get and keep your goals on the right track.