Wealth Planning
Align Your Goals and Resources.
Thoughtful financial planning solutions to help you confidently prepare for fun milestones and new phases in your life:
- Retirement Planning
- Career Transitions
- New or Growing Family
- Key Purchases
- Education Funding
- Charitable Giving
- Lifetime Gifting
Prioritize saving for future milestones, the uncertainties of life, and enjoying the present.
Investment Management
Financial planning solutions to manage your investments using a disciplined, proactive investment experience. We seek to capture market returns over your lifetime through:
- Global Diversification
- Low-Cost Strategies
- Asset Location
- Rebalancing
- Asset Allocation
- Managing Taxes
We maintain a calm, steady hand, even when the market is anything but calm.
Tax Planning for Investments
Think Ahead.
We analyze your year-round tax planning opportunities. Our financial planning solutions manage your projected tax burden today and in the future by evaluating opportunities, like:
- Roth Conversions
- Tax-efficient withdrawals
- Tax-loss harvesting
- Charitable Deduction Bunching
- Education Funding
Taxes can significantly erode your investment returns. After-tax results matter.
Risk Management
Protect What’s Yours.
Accurately protecting your assets and livelihood is a core element of your wealth plan. Our financial planning solutions review your insurance coverage s so you can better protect what’s yours.
- Homeowners Policy
- Personal Automobile Policy
- Health Insurance Policy
- Life Insurance
- Long Term Care
- Disability
- Umbrella Liability
As your needs evolve, we identify, measure, and recommend how you can approach risk. We do not sell insurance products. Period.
Retirement Planning
Enjoy Your Path.
Confidence before and after retirement, however you want to define it.
We help provide you with the right mix of accountability, thoughtfulness, and long-term thinking.
We provide you with dedicated support throughout your financial life, not just when you reach retirement. We’ll help you understand how much you should target saving each year and analyze the historical and expected rate of return for your investments. We help you understand and develop tax-efficient saving and spending strategies.
Whether you see yourself traveling, following a lifelong passion, purchasing a second home, or enjoying more time with family. Our financial planning solutions can help you get there.
Estate Planning Coordination
Plan Your Legacy.
We understand how hard it can be to think about what happens after you are gone.
If you would like your loved ones to benefit from your assets after your death, evaluate financial planning solutions that help make sure that happens according to your wishes.
We work with you and your estate planning attorney to integrate financial, charitable, and non-financial goals into your estate planning.
This fee covers all of Haven Wealth Planning’s services.
It’s that simple.
No product sales. No commissions.
- Fees are assessed quarterly in advance, based on a percentage of assets under management, ranging from 0.95%-0.45%.
- The minimum fee for our services is $1,200 per quarter, or $4,800 per year.