Discover Faith in Finance
Wealth Management Services For Individuals, Families, and Business Owners
At Haven Financial Planning we will craft a financial plan to fit your specific person and financial needs and goals.
In some cases, we will need to work with external professionals, such as your attorney CPA. We work with Medicare, Private/Group Health, Home, and Auto experts to ensure all of our clients’ needs are addressed.
Discover all the ways we can help you. When you’re ready to get started, schedule a free 15 min introductory discovery call!
Clarify Vision & Future
Plan For The Future
Financial Planning
Retirement Income
Estate Planning
Business Planning
Ease Life’s Transitions
Marriage/Divorce
Birth/Death
Leaving My Home
Career & Profession
Live My Values
Clarify My Mission
Give to Community
Volunteer My Time
Harmonize Work & Life
Address Needs
Income Planning
Expense/Budgeting
Social Security
Corporate Benefits
Enhance Lifestime
Vacation Home
Family Trips & Events
Hobbies & Leisure
Lease v. Buy
Manage Health
Medicare/Supplemental
Long-Term Care
Wellness & Nutrition
Create Financial Confidence
Simplify Finances
Investment & Savings
Home & Assets
Automate
Aggregate
Reduce Taxes
Tax-Loss Harvesting
Asset Location
Stock Options Strategies
Protect Assets
Insurance
Business Continuity
Corporate Structure
Help & Protect Family
Empower Children
Allowance & Savings
Loans & Gifting
Special Needs
Learning About Money
Assist Parents
Long-Term Care
Eldercare Counseling
Medical & Housing
Fund Education
Savings & Investments
Pre-paid Tuition
Loans/Grants/Scholarships
Build A Legacy
Execute Intentions
Wills & Trusts
POAs
Medical Directives
Protect Heirs
Help Beneficiaries
Designations
Special Needs
Trusts & Trustees
Valuation/Projections
Gift To Charities
Planning & Strategies
Low-Basis Investments
Tax-Advantaged Gifts
Haven Financial Planning and LPL Financial do not provide tax or legal advice or services. We advise you discuss your specific situation with a qualified tax or legal professional.