Secure your future
Dallas, Tx 75243
License#966532
Verified Advisor NPN#2337718
Ethics Certified Tx Dept. Of ins.
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 25 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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Retirement AnnuitiesSecure your financial nest egg along with Tax Free growth with our retirement annuities.
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Indexed Universal Life InsuranceCombine protection with Tax Free growth with Indexed Universal Life Insurance.
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Single Premium Whole LifeMake a one time lump sum payment which gives you coverage for life and guaranteed cash accumulation tax free!
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Term Life InsuranceProtect your loved ones with affordable cost effective term life insurance.
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Medicare SupplementMedicare 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.
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!