Our Services
Your money's grown. Now what? That's where we step in. Bastion Safe Harbor doesn't do fancy jargon or unnecessary complexity. We've spent 18 years helping people like you protect what they've built—without the sleepless nights. From insurance strategies that actually make sense to estate planning that covers the gaps, we handle the stuff most folks avoid thinking about.
Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.
Service 3
This isn't your standard life insurance chat. We look at what you've accumulated and build a safety net that matches reality. Death happens. Taxes follow. We make sure your family isn't drowning in either one.
- Custom coverage amounts based on your actual net worth
- Tax-efficient policy structures that work long-term
- Annual reviews so nothing gets stale
- Straightforward explanations (seriously, no corporate speak)
Service 2
Built a company from scratch? Selling isn't the only exit. We help structure buy-sell agreements, fund buyouts with insurance, and make sure the transition doesn't blow up in your family's face or the new owner's.
- Buy-sell agreement design and funding
- Key person insurance that actually protects operations
- Shareholder transition strategies
- Cross-purchase vs. entity redemption analysis
Service 1
Austria's got inheritance laws. Some are generous. Others... aren't. We map out where your estate actually goes and find the legal moves that keep more in the family's pocket instead of the government's.
- Austrian inheritance tax position analysis
- Trust structures that hold water legally
- Gifting strategies that work now and later
- Documentation that won't get challenged
Service 3
You can't work. Bills don't stop. Most people overlook this one—and it's catastrophic when they do. We set up income replacement that kicks in when you can't, keeping things stable while you recover (or don't).
- Income replacement up to 60-70% of earnings
- Own-occupation definitions that matter
- Inflation riders so benefits don't evaporate
- Integration with existing benefits—no double-dipping
Service 2
One lawsuit. That's all it takes. We structure your holdings so a judgment doesn't wipe out everything you've built. Legal, legitimate, and actually effective when done right (and before trouble arrives).
- Legal entity structuring for liability separation
- Insurance gaps identification and closure
- Umbrella coverage recommendations
- Protection that holds up in litigation
Service 1
How long will your money last? Longer than you might think—or shorter. We stress-test your numbers, account for inflation and healthcare costs, and adjust so you're not scrambling at 75.
- Longevity analysis and income modeling
- Healthcare and long-term care cost projection
- Social security optimization for maximum benefit
- Annual adjustments as circumstances change
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Us