Discover Faith in Finance
Manage Your Money & Feel Financially Confident With Haven Financial Planning
Making Financial decisions can be STRESSFUL! As a Financial Planner I have the experience and knowledge to guide and educate you on building a financial plan that is well positioned to address you and your family’s goals.
Let us help you Know Your Money ~ So we can help you Grow Your Money!
Katie Weibel, CFP®, MBA, CDFA®
Katie.Weibel@lpl.com • 716.458.1900
8469 Sheridan Drive
Williamsville, NY 14221
(At The Fountain Wellness Center)
- Customized Financial Planning
- Identify Costly Mistakes Before You Make Them
- Understanding Your Money
- Estate / Legacy Planning
- Business Planning
- Business Coach
- Retirement Strategies
- Investment Management
- Insurance Solutions
Introducing Our Newest Team Member!
Matthew Cabic is hard-working and has a deep interest in financial planning. He was born and raised in the Western New York region, where he enjoyed the outdoors and sports. After high school, Matthew pursued an internship with a global organization, which led him to travel the world and across the United States. After five years of experience in a high-level administrative assistant role, he obtained his insurance license and is actively working towards his degree, in Business Administration. His mission is to leverage his skills and knowledge to help others gain financial confidence to improve their lives.
Get In Touch!
Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.
Schedule a free 15 min discovery call!