Snug Harbor Financial & Insurance Services, LLC

OUR RETIREMENT INCOME STRATEGIES ARE FOCUSED ON GETTING YOU MAXIMUM OPPORTUNITY WHILE GIVING YOU PROTECTION FROM MARKET VOLATILITY. JUST IMAGINE A COMPLETE PORTFOLIO, WHERE ALL YOUR FINANCIAL, ESTATE, AND TAX PREPARATION NEEDS ARE ADDRESSED IN A CUSTOMIZED BINDER. THIS IS YOUR COMPREHENSIVE RETIREMENT PLAN. OUR COORDINATED APPROACH ENSURES THAT YOUR PLAN IS DEVELOPED USING AN ALL-INCLUSIVE VIEW. WE HAVE FOUND THAT MANY FINANCIAL SERVICES PROFESSIONALS FOCUS ON PRODUCTS; OUR EXPERIENCE SHOWS THAT OUR CLIENTS' NEEDS ARE BEST MET BY FOCUSING ON PROCESSES AND MOST IMPORTANTLY, PEOPLE. Services: Retirement Income Planning Investment Management Tax Planning Income Planning Social Security Maximization Tripp recognizes that one of the biggest challenges in dealing with clients is their mindset. A shift in financial objectives and expectations must occur when a person transitions into retirement. The primary focus of a 30-year growth and accumulation strategy needs to be reworked into an income and risk management strategy to help secure retirement. Tripp's goal when working with his clients is to help them understand complex financial strategies.

Because of Chapoquoit’s objectives of equity-like returns and bond-like risk, minimizing downside risk, and quantitative rules-based investment process, the interest in the Chapoquoit approach comes from a broad range of clients...

Visit our office today located in Rockland, MA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.