Haven Financial Group
Haven Financial Group works to be sure you're getting through retirement while hanging on to more of your money. Larry kallevig is the Founder and CEO of Haven Financial Group and is here to help you better understand the things that affect your money in retirement. Things like rising health care costs, tax changes, inflation, and more. He also offers advice and understanding on investing, estate planning and all the pieces to your retirement puzzle.
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Investment advisory services offered through Guardian Wealth Strategies, LLC. Haven Financial Group and Guardian Wealth Strategies LLC are not affiliated. Investments involve risks and unless otherwise stated are not guaranteed. Please consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Any comments regarding safe and secure investments and guaranteed income streams only refer to fixed insurance products, they do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying availability of the issuing company.
Haven Financial Group
Pickleball, Living Longer & Estate Planning
This week Larry talks about how to be sure you're doing the right thing for your family when you're no longer here. He talks about risk tolerance and what level of risk can you handle? Also, the cost of living longer and what in the world is going on with pickleball?
Join us every week as Larry helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more! Find out more at www.havenfinancialgroup.com