Broker Check

Products and Services

How We Work

Our firm specializes in Wealth Acquisition and helping individuals develop sound retirement strategies. No matter your stage in life - we offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Haven, our main tool for your retirement is planning.  We gather all of your data and enter it into a proprietary version of E-Money's WealthVision software. This produces easy -to-understand graphs of your financial strategies, whether your funds have the potential to make it through retirement. We then work together to make sure you make it through retirement while also allowing for benefits like travel, future car purchases, and possible education for your children or grandchildren.  Our plans are designed to flex with your life and are personalized to you and only you. 




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Financial Planning


College Funding


House Purchases

Car Purchases


Resolving Debt



Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tax Planning

Tax Planning

Relocation Tax Issues

Individual Tax Planning

Business Start Up, Counsel and Corporate Tax Planning

Income, Gift and Estate Tax

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (360) 738-1604