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Sage advice. Strategic Thinking. Focused on you. Investment decisions should be integrated with other elements of the wealth planning process. Tax and estate planning, liquidity management, philanthropic objectives, and family dynamics are all intertwined. As such, we take a holistic view to ensure you are making the most informed and effective decisions for you and your family.

A full service financial planning firm dedicated to helping people achieve their goals. Our gold medal services help people plan for retirement and generate tax efficient income once they retire. Call (702) 870-7711 to see how we can help you succeed. Securities and advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity and Life Insurance products, contracting over 20,000 Independent Advisors across all 50 states. Through years of cultivating industry relationships, we are proud to offer the broadest array of retirement solutions from the most prominent and financially stable insurance companies. As an early pioneer in the industry, we have the experience and knowledge to support the evolving needs of today’s financial professional. Our team is comprised of seasoned sales, marketing and service specialists who are committed to helping Financial Advisors achieve longterm success with less hassle. • Our home office promotes a culture of integrity, innovation and execution with multiple employees with over 25 and even 30 years with the company • Our veteran internal sales consultants deliver superior product knowledge, advanced market expertise, and regulatory insights • From licensing and new business submission to pending case follow up and commissions, our operations team will become an extension of the your back office, leaving you more time to focus on your client