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.

Disclaimer

Crown Haven Wealth Management, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

  1. Crown Haven Wealth Management LLC, is 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.
  2. Crown Haven Wealth Management LLC (Crown Haven Wealth Management) is a Registered Investment Adviser registered with the State of Indiana and/or Securities and Exchange Commission (“SEC”) with its principal office in Carmel, Indiana. SEC and State registration does not imply a certain level of skill or training. Crown Haven Wealth Management and its representatives are also in compliance with the registration and notice filing requirements imposed upon investment advisers and their representatives by those states in which Crown Haven Wealth Management has clients.
  3. Investment Advisory Services may be offered through Crown Haven Wealth Management, LLC, a registered investment advisor. Working with Crown Haven Wealth Management, LLC, cannot guarantee investment success or that specific financial goals will be achieved.
  4. Insurance products and services are offered through Crown Haven LLC (Crown Haven™). Crown Haven Wealth Management, LLC. and Crown Haven™ are affiliated companies.
  5. The National Association of Certified Financial Fiduciaries owns the certification marks CFF®, CERTIFIED FINANCIAL FIDUCARY® marks in the U.S., which it awards to individuals who successfully complete CFF board’s initial and ongoing certification and education requirements.
  6. The RICP® trademarks are the property of The American College, which reserves sole rights to their use, and are used by permission which it awards to individuals who successfully complete the RICP® board’s initial and ongoing certification and education requirements.
  7. The Certified Educator Mark from the Society of Financial Awareness, a non-profit 501c3 organization, is a certification awarded to individuals promoting financial awareness in their communities and whom adhere to a code of the highest educational commitment to their clients and the community at large. The trademarks and use are used with expressed permission of The Society of Financial Awareness (SOFA).
  8. Membership in the National Ethics Association, and use of its trademarks, are granted upon completion of a full background check, ethics and compliance reviews, as well as reviewing the firm’s positive review history.
  9. All client testimonials were given specifically for Crown Haven™, with complete consent from our valued clients, without any inducement or compensation, and at their discretion to provide their true and accurate experiences of our services. Depending on the date of the testimonial, the testimonial may not apply to Crown Haven Wealth Management LLC.
  10. Client’s participating in our ambassador program (testimonials) have given Crown Haven™ their expressed written consent to use their likeness in any and all marketing campaigns in order to share their experiences and positively effect their community.
  11. Crown Haven Wealth Management LLC has not directly paid, or in any other manner, induced a celebrity to endorse our firm. All celebrity endorsements were given without the expectation of remuneration and by the celebrity’s own volition after witnessing the level of service and value the firm provides – usually after making personal contact with a team member. Endorsements specifically address the character and integrity of those working at the firm and do not imply a professional advisory relationship between the firm and the endorser.
  12. Local Media Appearances are “Earned Media” and as such, no direct payment to the stations is made by the firm – expert opinion is requested and we provide it on a variety of topics.
  13. USA Patriot Act Notice: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person that opens an account. We will ask for your name, address, date of birth, and identifying documents to allow us to identify you, such as a driver’s license. We may also ask for other identifying documents.
  14. The “Weekly Market Update” is aggregated from several financial sources, and is delivered solely for general informational purposes in an effort to provide the community ongoing insight regarding economic and market activity. It should not be construed as individualized investment advice and is not a recommendation or inducement to make changes to your portfolio, or to buy or sell any security.
  15. Crown Haven’s RetireSHIELD® is a purpose-based planning process that creates portfolios for many clients with a number of investment styles and objectives. Recommendations for one client may not be suitable for other clients. Returns realized by our clients may differ depending on the styles and objectives of the individual portfolios that are constructed.
  16. Crown Haven’s RetireSHIELD®, planning process includes the organization of relationships between many professionals, including certified public accountants, tax attorneys, and estate planning attorneys. Crown Haven does not offer legal or tax advice. Please consult the appropriate professionals regarding your individual circumstances.
  17. Any references to safety of principal or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured, but may be backed by the issuing States Guaranty Fund.
  18. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
  19. Crown Haven is not associated with or endorsed by the Social Security Administration or any other government agency.
  20. The “RetireSHIELD® Radio Hour” and “RetireSHIELD® TV hour”, are paid programming on local network affiliates.
  21. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
  22. Nothing on this website should be considered an offer to sell or the solicitation of an offer to buy shares of any security. This site is not intended to offer investment advice and should not be taken as such. Nothing on this site should be considered as a guide to the selection of securities or the construction of a portfolio by an investor. Our selection of securities and composition of portfolios involve many factors that may not be discerned by viewing the materials on this website. Any individuals or institutions who are interested in any of Crown Haven’s investment strategies should review our Form ADV Part 2 (Brochure and Supplement), which is available upon request, and should discuss their own objectives and the capabilities of Crown Haven in detail with a representative. Any direct communication by Crown Haven with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.