Secure your future

Explore our financial & life solutions
9330 LBJ Frwy Ste 900 Dallas, Tx 75243 Toll free -
877-260-2102 License#966532 Verified Advisor NPN#2337718 Ethics Certified Tx Dept. Of ins.
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Who we are
Dedicated to your success

At Safe Harbor Financial & Life, We specialize in Tax Free Retirement Account Programs. (TFRA) These programs are designed for preservation of capital with no tax liability on growth. We offer the latest in Financial & Life products to help ease the tax burdens while saving for retirement. Our team is committed to providing personalized solutions that help you secure a stable financial future for retirement & today. Lead Advisor & Fiduciary Jesse Rubio has over 26 years of experience and a deep understanding of the industry. "We empower our clients to make informed decisions for their financial well-being today and at retirement."

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Our offerings

Tailored financial & life products

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    Modern Income Retirement Annuities

    Secure your financial nest egg with risk free, tax deferred growth. with our modern income annuities you can create a reliable stream of income. Never out live your retirement guranteed!

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  • Finding my roots
    Indexed Universal Life Insurance

    Combine protection with Tax Free growth with Indexed Universal Life Insurance.

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  • Whole Life Insurance
    Whole Life Insurance

    Achieve lifelong coverage with whole life insurance.

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    Term Life Insurance

    Protect your loved ones with affordable cost effective term life insurance.

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  • Medicare Supplement
    Medicare Supplement

    Medicare Supplement plan. As you navigate the complexities of Medicare, our comprehensive coverage can fill the gaps and provide you with the peace of mind you deserve.

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  • A close-up shot of an elegant document with a wax seal, symbolizing a Will or Trust, placed on a wooden desk. The background features soft natural lighting, creating a warm and inviting atmosphere. The focus is on the document details, showcasing the importance of estate planning. The color palette incorporates shades of green to match the primary color theme, providing a sense of trust and security.
    Wills & trust
    Attorney-approved Wills & Trusts at an affordable price.
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What our clients say

What some recent clients say about their experience with Safe Harbor Financial & Life

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Send us a message or request a call today!

We would love to hear from you. Whether you're interested in protecting your financial nest egg for retirement, or protecting your familes financial well being with life or health coverge. We would love the opportunity to help.

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