Kathy Duffy

CEO and Founder at Safe Harbor Partners - McLean, VA, US

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Email (Verified)
***@safeharborpartners.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Falls Church, Virginia, United States
Company
Safe Harbor Partners
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Safe Harbor Partners logo, Safe Harbor Partners contact details

Safe Harbor Partners

McLean, VA, US • 5 - 9 Employees
Financial Services

Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors. We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure. Our goal is to help you understand your fiduciary responsibility so you can meet its requirements – and to ensure you have a prudent process in place for making investment and plan decisions. We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees' retirement. Plan Smart. Smart Plan.

Portfolio Management Solutions Fiduciary Responsibility Product Benchmarks Employee Education and Communication Full-service Retirement Plan Strategies Investment Analysis Vendor Benchmarking Process Driven Strategies Fee Transparency Plan Design Review Portfolio Management Solutions Fiduciary Responsibility Product Benchmarks Employee Education and Communication Full-service Retirement Plan Strategies Investment Analysis Vendor Benchmarking Process Driven Strategies Fee Transparency Plan Design Review Portfolio Management Solutions Fiduciary Responsibility Product Benchmarks Employee Education and Communication Full-service Retirement Plan Strategies Investment Analysis Vendor Benchmarking Process Driven Strategies Fee Transparency Plan Design Review
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Kathy Duffy currently works for Safe Harbor Partners.
Kathy Duffy's role at Safe Harbor Partners is CEO and Founder.
Kathy Duffy's email address is ***@safeharborpartners.com. To view Kathy Duffy's full email address, please signup to ConnectPlex.
Kathy Duffy works in the Financial Services industry.
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