SAINT LOUIS, Jan. 26, 2024: Haven Wealth Planning, an independent advisory firm serving the financial planning and investment needs of families and individuals, officially opened to clients today.
Haven Wealth Planning’s financial planning and investment management services provide value to families and individuals. Families and individuals who, like you, want to spend time with the people they love in the places they enjoy.
Haven believes in the power of taking the time to align and support your unique financial goals and values through our thoughtful financial planning experience. Like you, we act with intention and believe that trust happens with transparency, communication, reliability, and integrity.
We work with nice people. Nice people who want a guided approach toward achieving their meaningful goals and building a better life. We work with people like you who believe that wealth means more than money.
“If you are comfortable delegating, open to recommendations, and interested in taking an active role in your financial life, let’s talk”, said Haven Wealth Planning’s Founder and Lead Financial Planner, Jeff McGovern.
In our experience, personalizing your financial plan takes time. It means we build it together. We will refresh it as the world changes and as your goals and priorities evolve. We believe you can make steady progress toward your goals— and we want you to know that we will be there alongside you every step of the way.
“To all my family and friends who have supported me and the launch of Haven Wealth Planning, a sincere thank you. Your energy and positivity continue to motivate and inspire me each day”, McGovern added.
And that’s it for now. Thanks for letting me share the good news with you.
Successfully building your wealth can feel energizing, and with that success can come new stresses and complexities.
If you’re unclear about your financial future, or uncertain about what your next steps might look like, let’s talk.
Stay tuned for more Insights on ways to build an enjoyable now and many bright tomorrows.
Disclosure
This commentary is provided for educational and informational purposes only and should not be construed as investment, tax, or legal advice. The information contained herein has been obtained from sources deemed reliable but is not guaranteed and may become outdated or otherwise superseded without notice. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decision.