Safe Harbor Tax Advisory

Safe Harbor Tax Advisory Safe Harbor Tax Advisory, LLC is a financial services firm serving valued clients throughout the Northwest Florida and Southwest Alabama area.

We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. In today’s uncertain economic environment, our mission is to provide sound financial solutions for every stage of life – solutions which enhance our clients’ peace of mind and allow them to enjoy the type of retirement they deserve. Investment Advisory Services offered

on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.Don Moore is a licensed insurance professional and an Investment Adviser Representative.

News from Safe Harbor Fiduciary, LLC http://conta.cc/1gCZkoF
03/20/2014

News from Safe Harbor Fiduciary, LLC http://conta.cc/1gCZkoF

Taking money out early from your retirement plan may trigger an additional tax. Here are seven things from the IRS that you should know about early withdrawals from retirement plans:

Check out our good looking team Safe Harbor Tax Advisory!
03/20/2014

Check out our good looking team Safe Harbor Tax Advisory!

News from Safe Harbor Fiduciary, LLC http://conta.cc/1hPQ1pE
03/06/2014

News from Safe Harbor Fiduciary, LLC http://conta.cc/1hPQ1pE

Some people must pay taxes on part of their Social Security benefits. Others find that their benefits aren't taxable. If you get Social Security, we can help you determine if some of your benefits are taxable.

News from Safe Harbor Advisors, LLC http://conta.cc/1mITA6a
02/27/2014

News from Safe Harbor Advisors, LLC http://conta.cc/1mITA6a

If you are looking for a hard and fast rule on income that is taxable and non-taxable there is only one. IRS states that all income is taxable unless otherwise exempt. IRS is always looking for ways to make sure they do not miss a dollar of tax to collect so the way they can ensure that they are not...

News from Safe Harbor Advisors, LLC http://conta.cc/MeMd5o
02/20/2014

News from Safe Harbor Advisors, LLC http://conta.cc/MeMd5o

After her husband died, eighty-nine year-old Thelma did not think it was necessary to meet with an attorney to review her estate plan. Thelma had always managed her own finances and never told her four children how much she was worth and where it was invested. Her plan was simply to have the childre...

News from Safe Harbor Advisors, LLC http://conta.cc/1eXxQhj
02/13/2014

News from Safe Harbor Advisors, LLC http://conta.cc/1eXxQhj

There are many risks that can affect a successful retirement. Most of these risks are within our control.  The list is thought provoking and perhaps some of these you haven't considered. As you read over this list and find areas you haven't adequately planned for or would like more information on ca...

News from Safe Harbor Advisors, LLC http://conta.cc/1m94VXu
01/16/2014

News from Safe Harbor Advisors, LLC http://conta.cc/1m94VXu

IRAs are some of the most common types of accounts Americans invest in for their retirement. They are so common that you would imagine everyone knows all about them and how they work.  Yet here are seven common misconceptions about IRAs:

Address

Pensacola, FL
32502

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 - 2:30pm

Telephone

+18504354844

Website

http://blog.safeharbortaxadvisory.com/

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