Protect Your Family & Your Assets
At Safe Harbor Financial & Life, we specialize in helping individuals and families protect what matters most through modern annuity and life insurance solutions.
Our retirement strategies are designed to help protect your retirement savings from market downturns, reduce taxes when appropriate, and create reliable, guaranteed lifetime income that you can never outlive. Whether you’re rolling over funds from a 401(k), IRA, 403(b), or another qualified retirement account, we can help you explore strategies that align with your long-term goals.
We also provide life insurance solutions—including Term Life, Whole Life, and Indexed Universal Life (IUL)—to help protect your loved ones, preserve your legacy, and provide financial security for the future.
As an added benefit, all income annuity clients receive a complimentary Will or Trust when eligible.*
Every client’s situation is unique, which is why we take the time to understand your goals before recommending a personalized strategy tailored specifically to your needs.
Lets talk about your goals?
Whether you’re planning for retirement, exploring annuity options, protecting your family with life insurance, or simply have questions, we’re here to help.
📞 Call or Text Jesse Rubio
(469) 402 8848
Or, if you prefer, schedule your complimentary, no-obligation consultation online at a time that's convenient for you below.
“We empower our clients to make informed financial decisions for today, tomorrow, and the years ahead.”
*Will or Trust option must be exercised within 90 days of annuity purchase.
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Modern Income Retirement AnnuitySecure your financial nest egg with risk - free, tax - deferred growth. With our modern income annuities, you can create a reliable stream of lifetime income guaranteed lifetime income you can never outlive.
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Indexed Universal Life InsuranceCombine protection with Tax - Free growth with Indexed Universal Life Insurance.
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Term Life InsuranceProtect your loved ones with affordable cost - effective term life insurance.
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Medicare Supplement PlanMedicare 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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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.
We love connecting with clients on social media. Follow us, tweet at us, tag us — we want to hear from you!