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
Get In Touch!
Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.
Schedule a free 15 min discovery call!