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Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

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Casey Marx Outlook Update 07/13/22

The June 2022 inflation report just came out and the number was 9.1%. A lot higher than was initially anticipated and now you have all the prognosticators in the market and the media coming out and arguing why that is the case.

Watch Casey Marx RICP® Discuss The June Inflation Number

The June inflation report just came out, and the number was 9.1%. A lot higher than was initially anticipated. Now you have all the prognosticators in the market and the media coming out and arguing why that is the case.

The federal reserve is going to have to get a lot more aggressive near term to crush demand. We had significance and what that means is there’s going to be a lot of pain ahead.

What does that mean for you?

I would like to invite everyone watching this out there to do is to reach out to us at crown Haven to learn about our RetireSHIELD® program and learn what our clients already know.

It is not too late to stop the bleeding.

It is not too late to put yourself in a position for success

Short-term there is going to be a lot of pain, and coming back from a loss is very difficult.

I highly recommend that you analyze both your risk capacity and your time horizon for your investment. Crown Haven Wealth Advisors are experts at this. I developed a proprietary financial plan called RetireSHIELD®.

To learn more about our financial planning process, I invite you to schedule a relationship call to understand your unique goals and objective and how we can create a custom retirement plan for you. Just click “Relationship Building Call – 15 minutes” below to get started.

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Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
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317-564-4691

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Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
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Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.