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.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/08/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
10/07/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/06/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Considering a vacation home? 5 questions to determine if you’re ready.
10/01/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
09/30/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/29/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Ready to retire? Prepare with these key questions for those ready to take the big step.
09/24/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

What would happen to your loved ones if you were gone? Make financial preparations today.
09/23/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
09/22/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
09/17/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

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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