Blog
The Perfect Investment
Once an individual or family has reached the stage in life where there is enough…
Mutual Funds
Individuals with excess dollars to put to work in some form of investment have an…
Using Cash Value Life Insurance
Saving money in pursuit of an accumulation goal is a problem many of us face….
Asset Allocation
Asset allocation is an investment strategy that seeks to reduce investment risk, while maintaining a…
How Individual Health Insurance Works
Confused about health insurance? Many Americans are. Here is a simple flow chart to show…
Disability Employer Coverage and How It Works
Visual example of how it works.
Growth v.s. Value
There are two schools of thought within the investment community as to whether higher returns…
Choosing LTC
Assessing the need for long-term care (LTC) is an important part of any risk management…
Individual Disability Income Insurance
One approach to the problem of providing income during an extended period of disability is…
Real Estate Investment Tools
Many individuals are attracted to the benefits of investing in real estate, such as current…
The Real Rate of Return Worksheet
To determine the real rate of return on an investment, one must consider the effect…
Pyramid of Investments
An investment program should be built like a pyramid – with a strong, broad base….
Recent Articles
- Why Do a Financial Plan — and Why a Second Opinion Matters
- Estate Planning and the Crucial Conversations: What the Next Generation Needs to Know
- The Importance of Life Insurance
Our Services
Customized Financial Planning
Estate/Legacy Planning
Business Planning
Business Coaching
Retirement Strategies
Investment Management
Insurance Solutions
Contact Us
At Haven Financial Planning we will craft a financial plan to fit your specific person and financial needs and goals.



