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Safe Harbor Strategies provides Advanced Planning Concepts, including the design and implementation of sophisticated life insurance strategies. Such strategies include: helping HNW individuals satisfy their estate tax liability needs via financed life insurance; effective replacement of the IRS with a charity using a series of CLATs; life settlements; non-qualified deferred compensation; and intergenerational split-dollar coverage.
Rob Hastings has been providing solutions and building relationships in the for-profit and non-profit world for over 25 years. His experience in financial operations, trust administration, credit analysis and non-profit fundraising (both as a volunteer and a professional) gives him the knowledge and credibility to assist individuals with their financial planning with respect to their estates and their businesses. Rob has a B.A. in Economics from The University of New Hampshire, and holds the CTFA designation from the ABA and a Life Accident and Health Insurance license from the Commonwealth of Pennsylvania. Rob resides in Rosemont, PA with his wife and four children.