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.

Three important questions to consider before you start taking.
09/02/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Terrible or wonderful; Could a variable annuity be right for you?
09/01/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

A few strategies that may help you maximize your Social Security income.
08/27/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How much could you receive from Social Security? Here’s what to expect.
08/26/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/25/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/20/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
08/19/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
08/18/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Periodic withdrawals in retirement may not be such a good idea.
08/13/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Over age 50? You may be able to catch-up on retirement.
08/12/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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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