Welcome to Safe Haven Wealth Management

Wealth Accumulation with Safety and Predictability
It’s What We Do!

Ready for
Retirement?

We understand that retirees face many important decisions that can affect their long-term financial success.

Learn More

Our Services and Your Needs

Personalized, hands-on service. We educate our clients about financial security during your retirement years.

Learn More

What is Our Company About

We provide you with guidance to help define your financial goals and create a mutually beneficial relationship.

Learn More

Safe Haven Wealth Management is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

Welcome to Safe Haven Wealth Management

There are many roads to Wealth Accumulation and Wealth Distribution. However, more and more retirees are realising that conventional investment and financial planning strategies are just not as effective as they once were. Retirement planning has changed just as the markets have changed. Contact us today to learn more about our strategies.

Having confidence that your investments will grow at an acceptable rate of return with these continuing conditions. Also concerning, is that the next market correction may take a big portion of your retirement account assets along with it.

On your own, deciding which is best strategy for Wealth Accumulation and Income Distribution could be difficult?

Ask Us A Question

Recent News

Life Insurance as Unique as You

Your life insurance needs are unique to your situation and can ...

Read more

Reg BI: What Is It, and Why Should You Care?

On June 30, 2020, Regulation Best Interest, or Reg BI for ...

Read more

The CARES Act and RMD: Relief for Investors

The CARES Act (The Coronavirus Aid, Relief, and Economic ...

Read more

The Upside of the COVID-19 Pandemic

The COVID-19 pandemic has pulled the rug out from under just ...

Read more