​Let us share our resources with you.

You can use these tools to plan before your first meeting with us, or to update your wealth management plan.
​Here, you’ll find a variety of calculators and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions — we’re here for you every step of the way and want to be a resource for you!

Calculators

Sequence of Returns:
What is the best distribution strategy to make my money last?
Retirement Income
How much do I need to retire?
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Life Insurance
Do I have enough protection for my family?
401(k) Planning
Will my retirement plan be enough?
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Helpful Videos

Sequence of Returns
 
​Strategic Financial Planning
 
Who's Your Sherpa?
 

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SAFE HARBOR SOLUTIONS 
3111 Camino Del Rio North
Suite 400
San Diego, CA 92108

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Jason Groth
Ph. 619.786.1814
Fax. 619.786.1815
Em. jgroth@shsinteractive.com
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​Advisory services offered through ChangePath, LLC a Registered Investment Adviser. Change Path, LLC and Safe Harbor Solutions, LLC are unaffiliated entities.

Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
 
Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.