Safe Harbor Wealth Management

Safe Harbor Wealth Management Patrick and Julie are co-founders of Safe Harbor Wealth Management, a comprehensive retirement/income planning firm located in Jerseyville, IL.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
06/03/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

When Should You Claim Social Security? Let's Map Your Strategy
06/02/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Wondering what to tell your financial pro? Check out this quick video for guidance!
05/28/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
05/27/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
05/26/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

Happy Memorial Day 🇺🇸!  Honoring those who served, and especially those who didn’t return. Thanks for your service to ou...
05/25/2026

Happy Memorial Day 🇺🇸! Honoring those who served, and especially those who didn’t return. Thanks for your service to our country!

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
05/21/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

When you choose to take Social Security might impact your retirement income. Find out how.
05/20/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Are you considering a FIRE retirement? Learn the basics here.
05/19/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
05/14/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Address

116 W Pearl Street , Suite 110
Jerseyville, IL
62052

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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