Your Financial Specialist for Retirement Income and Tax Planning

George Reilly is not your typical financial advisor. Although he has earned the Certified Financial Planner® professional accreditation, he also has a background as an estate planning attorney and a tax professional. In his previous practice he offered his clients a true “one-stop-shop” for their legal, financial, and tax needs, serving as a fee-only fiduciary advisor.

The Delaware office of Safe Harbor focuses on the particular needs of clients who are transitioning into retirement or who are enjoying retirement but finding that their financial planning needs are different. Many retirees find that financial planning and management IN retirement is very different than planning FOR retirement.

Simply put—what got you TO retirement won’t necessarily get you THROUGH retirement. You need a specialized guide to help you on this journey. George and the Safe Harbor team are your guides along your retirement journey. We don’t sell financial products, we don’t manage client money, and we want you to have a plan to enjoy your hard-earned resources in retirement while paying no more than your fair share of taxes and fees.

Learn more about how Safe Harbor can be your personal Retirement Success Advocate by visiting our website at www.SafeHarbor.financial

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George Reilly, JD, LL.M.(Tax), CFP®

Office Phone: (302) 313-6644
Delaware Tax Help Phone: (302) 259-8418
Email: George@SafeHarborFinancialAdvisors.com

Websites:
www.SafeHarbor.financial

www.DelawareTaxHelp.com

Meetings By Appointment Only:
2400 Coastal Highway, Dewey Beach, DE 19971