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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. Salt Water Financial can get you there. Let us assist you on your journey!

Welcome to Salt Water Financial

Our company specializes in longevity. Salt Water Financial clients have achieved their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future while also mitigating the risks along the way.

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Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Salt Water Financial, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for future growth and adaptability. No matter where you are in your financial journey, we strive to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Salt Water Financial, we can solidify tomorrow by preparing today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through the creation of a personalized financial strategy.

Insurance Services

A good defense is the best offense. Let Salt Water Financial surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary

  Retirement Planning

We all dream about the distant goal of retirement. Here at Salt Water Financial, we help that dream become a reality. Coordinate with our team to create your custom retirement roadmap.

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  Risk Management Planning

The foundation in any financial strategy is the creation of a solid risk management strategy. Salt Water Financial can help implement the necessary strategies to mitigate the risks that could create rough waters along the journey to financial independence.

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  401(k)/Employee Benefits
        &IRA Rollovers

Managing your company’s 401k and benefits program can seem complicated, but Salt Water Financial will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

What should you do with those old 401(k) or IRA accounts? Have a discussion with a member of Salt Water Financial to discuss your options.

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College Planning

Rising education costs require a forward-thinking strategy. Salt Water Financial can help you prepare for one of life’s biggest investments.

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