Financial Planning

Learn more about our 5-Step RetireSHIELD™ process that protects you through Secure Income Planning, Cohesive Investment Strategy, Advanced Tax Planning, Long-Term Healthcare Planning, Proactive Legacy & Estate Planning.

Our RetireSHIELD™ Process

  • Step 1:

    Relationship Visit

    Become Acquainted With A Team That Cares

    We believe that a great financial plan begins with a great relationship. During our Relationship Visit, we strive to better understand who you are, what your goals are, and why they matter to you.

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  • Step 2:

    Portfolio Diagnostic Visit

    To Reach Your Destination, You Must First Know Where You Stand

    Our portfolio diagnostic is designed to determine if your current portfolio is in alignment with your goals for your life. This includes an in-depth examination and analysis of your asset location & allocation strategies, your diversification and/or over-concentration in specific market sectors, your individual capacity to take on market risk, the maximum potential losses your current portfolio could experience, your sources of secure income in retirement, and the associated fees and costs for maintaining your current portfolio.

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    Step 2:

  • Step 3:

    Custom RetireSHIELD™ Plan Design

    Each RetireSHIELD™ Is Highly Customized To Your Unique Goals, Needs, and Desires.

    During our relationship visit we became acquainted with you, the person, your desires and needs.

    During our diagnostic visit we analyzed and revealed how your current plan may be helping-or-hurting your chances to live the retirement you deserve.

    Your custom tailored RetireSHIELD™ plan is designed with your lifestyle at the forefront to ensure that you your retirement funds are in complete alignment with your desires and properly positioned to meet and exceed your stated goals and objectives.

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  • Step 4:

    Advanced Tax Planning

    Our Team At Crown Haven Wealth Advisors Examines Your Portfolio To Determine Every Legally And Ethically Viable Way To Reduce Your Tax Burden.

    We coordinate with a highly qualified & vetted group of specialists, to strategically determine areas in your portfolio that can be optimized for tax purposes.

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    Step 4:

  • Step 5:

    Long-Term Healthcare & Proactive Legacy & Estate Planning

    Long-Term Healthcare & Proactive Legacy & Estate Planning Are Among The Most Ignored Areas Of Financial Planning, But They Are Some Of The Most Important.

    At Crown Haven, we identify a long-term care plan for our clients that is cost-neutral, so that you can rest easy knowing that if the worst-case scenario does happen, you will have quality care, and your loved ones will be financially secure.

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CONTACT AN ADVISOR
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Investment Advisory Services offered through Crown Haven Wealth Management, LLC
Insurance Products offered through Crown Haven, LLC
Phone: 414.667.7233
Crown Haven’s Form ADV | Disclosures | Privacy Notice
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.