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.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
07/22/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
07/21/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
07/16/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Generate income and rebuild principal. A powerful one-two punch.
07/15/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
07/14/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
07/09/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

07/08/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
07/07/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

07/04/2026
Learn the language of life insurance.
07/02/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

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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