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.