Safebridge LLC offers ongoing financial planning and investment management, focusing on retirement. They help clients build, protect, and spend from their retirement portfolio in a tax-aware and sustainable way. Services include retirement and financial planning, investment management, and ongoing tax planning, potentially including tax preparation. They primarily serve individuals and families within 10-15 years of retirement or already retired.
Fee Structure
Safebridge includes investment management as part of their advisory service. They manage investments on a discretionary basis, primarily using broad market index exchange-traded funds (ETFs), defined-maturity bond ETFs, money market funds, Treasuries, and CDs. They do not recommend individual stocks or corporate bonds. Investment management is included in the $7,500 annual advisory fee.