Safe Harbor Solutions
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Services

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​We want to be of service.

Our clients know what to expect from us: the best we can offer.
​We’re here to help. Let us show you what we can do. With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning.

​Our areas of specialty include:
  • Investment Management 
  • Tax-Efficient Strategies
  • Employee Education
  • Business Consulting
  • 401(k) Plans
  • Stock Options
  • Asset Protection
  • Distribution Planning

Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.

We can help you execute a reliable retirement income plan utilizing the following products and services:
  • 401(k) Rollovers
  • 403(b) Planning
  • 529 College Savings Plans
  • Business Succession Planning
  • Estate Planning
  • FEGLI Planning
  • Financial Planning
  • In-Service Withdrawals
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Small Business Owner Leveraged Planning
  • Social Security Maximization
  • Tax Planning
  • Tax-Efficient Strategies for Individuals
  • Thrift Savings Plans

Don't see what you are looking for?
Give us a call at 619.786.1814 

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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.
  • Home
  • About
  • Services
    • Accountants
    • Athletes
    • Individual Investors
  • Resources
  • Blog
  • Contact