About Us

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Haven Financial Planning

Haven Financial Planning services helps alleviate the stress of financial burdens by educating and encouraging a feeling of confidence for the future. We are a judgment free zone and help you plan the right way.

This information is not intended to be a substitute for individualized legal advice. Haven Financial Planning and LPL Financial do not provide legal advice or services Please consult your legal advisor regarding your specific situation.

Meet Our Team

Laura McKenzie

Client Relationship Manager & Notary

Laura brings over 25 years of customer service and management experience to Haven Financial Planning to help us continue to grow and strengthen our relationships with all clients, new and existing.

Having worked both in and out of the financial industry, Laura combines strong communication skills and exemplary organization with a glowing smile as she strives to ensure your needs are met. We’re excited to improve our efficiency as she services accounts, facilitates communication, and assists in processing paperwork!

Debbie Velasquez

Administrative Assistant

Debbie comes to Haven Financial Planning with over 20 years of experience in customer & client relations.  As the newest Administrative Assistant to join our team, and with her attention to detail and meticulous organizational skills, Debbie will continue helping us provide our clients with exemplary customer service.