Casey Marx and the Crown Haven Wealth Advisors team have created a number of downloadable financial planning resources to help navigate the process and find more success.
To download, simply click on the links below. Looking for more in-depth guidance? Schedule a RetireSHIELD® appointment to create a financial plan for your specific needs and goals.
Baby Boomer Retirement Bootcamp
Baby Boomer Retirement Boot Camp: Your Guide to a Safe Future, author Casey A. Marx provides a complete, unobstructed view of what’s behind the financial industry’s curtain. It examines the purpose of retirement – happiness – including the requirements to achieve and maintain that purpose, as well as a no-holds-barred look at the complex financial sales industry.
Gathered from years of research and work, Marx covers a range of topics, including managing your lifestyle in retirement, guaranteed income replacement, investment options involving risk, modern portfolio theories, variable annuities, fixed-indexed annuities, risk-management professionals, insurance professionals, and holistic advisors. Offering insight into a holistic process for a reliable financial future, Marx helps real people plan their retirement.
Baby Boomers Retirement Boot Camp seeks to give you a comprehensive guide to achieving gains that compound annually – without subjecting your money to the perils of the market – to provide you an income you and your spouse will never outlive.
This guide will cover several topics, including maximizing tax-deferred savings, what to do before retirement, changing jobs, and more.
We created the 101 Retirement Tips Resource Guide from the best of what our team has learned from assisting our clients throughout the years.
With 40+ years of combined financial planning experience, the Crown Haven Wealth Advisors team is unparalleled in being able to provide the best advice for your retirement.
Learn about how Crown Haven is positioned differently. We help you with investing, retirement, but we also are experts in tax planning, long-term healthcare, and legacy/estate planning.