Why Safe Harbor

Where expertise in risk management meets family values. Our team, led by seasoned professionals, offers personalized service, industry insight, and excellence.

At our core is a family-owned ethos, shaping lasting client relationships with care. We're not just experts; we're a tight-knit unit of entrepreneurs passionate about making small business America successful.

Our unwavering dedication to personalized risk management. We tailor our services to each client's unique needs. We understand that no one knows your business better than you and we are here to help you better position your risk for the future.

Tailored Solutions

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Tailored Captive Insurance: Protect, Optimize, Succeed

Safe Harbor Captives provides a strategic shield against unforeseen risks lurking beneath the surface. With our innovative approach, we empower business owners to take control of their own risk through captive insurance solutions. By owning a captive insurance company, you gain the ability of open architecture solutions, mitigate risks, and maximize operational cash flow. Our tailored strategies ensure that you're prepared for the unexpected, safeguarding your business's long-term stability with confidence and resilience.

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Years captive experience
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Dedicated team members
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Captives formed

What We Do

Transforming liabilities into profits while safeguarding operational cashflow for sustainable business growth and success

Assess and Educate

Qualify, assess and educate business owners on captives via personalized consultations, offering insights into benefits and risk management strategies.

Design and Form

Design and establish customized captives for small business owners, ensuring seamless compliance and operational efficiency throughout the process.

Manage and Administer

We oversee your captive insurance management, policies, claims management, and compliance ensuring comprehensive support and peace of mind.

Work Process

Tailored captives with dedication to lasting solutions

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Tailored Captives

Utilizing an open architecture platform to customize each offering according to our clients' specific requirements. From risk assessment to implementation, we support clients at every step, ensuring their captives align with current and future needs.

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Attention to details

Our defining trait lies in our meticulous attention to detail and dedication to crafting lasting solutions. We approach risk analysis, tax optimization, and regulatory compliance with diligence, ensuring clients can place full trust in the expertise guiding their captives.

Talk with us:

+1 (801) 946-4347

Or

Qualify your business today and learn more

Our Team

Our team members

Brad Terry

Logan Terry

Kyler Terry