Haven Wealth Management

Haven Wealth Management is guided by the motto: "If you aren't making a difference in other people's lives, you shouldn't be in business - it's that simple." - Richard Branson We're independent, meaning we have the capability to select strategies that best fit our clients' needs. We have the expertise to help during the journey. Haven Wealth Manage... ment chose to create a strategic partnership with ChangePath in order to provide client-centric strategies on a fee-only basis. Investment Advisory services offered through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Haven Wealth Management are unaffiliated entities. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.Read More