At Safe Haven Wealth Management, our specialty is providing guidance and investment strategies for anyone seeking a better lifestyle when retired. You don't need a huge nest egg for us to help you plan for retirement. We want to make sure your money works as hard and smart as you did during your working years. Your retirement days maylast as long as 30 years or more. You cannot cannot afford mistakes to cause your retirement money to run out and risk your desired retirement lifestyle.

By working hard and smart, we help individuals and couples from all walks of life to achieve financial and long-term goals to enjoy retirement. We are here and ready for you.

We offer a no cost and no obligation appointment to discuss your circumstances and retirement goals. Let's get started today, to begin your stress free retirement. Our schedule is flexible, we can speak by phone or at our offices in Downtown Wyandotte.

We look forward to working with you soon.

We Can Help You

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

Using a widee range of solutions, Safe Haven Wealth Management can help you reduce risks:

Retirement Planning

  • Review goals
  • Create customized Retirement Plan
  • Determine and strategize for a lifetime income stream
  • Social Security Optimization
  • Monitor and review for life changes

Financial Strategies

  • Review goals
  • Create custom-tailored financial strategies
  • Implement strategy
  • Track progress
  • Rebalance and revise for life changes

Insurance Reviews

  • Annuities
  • Life
  • Long-Term Care

Tax Planning

  • Review and recommend ways to reduce or eliminate taxes
  • Opportunities to reduce or eliminate taxes

Estate Planning

  • Review goals
  • Inventory your assets and their value
  • Monitor and review for life changes

Education Planning

  • Review goals
  • Understand tools that will help you save
  • Find the right accounts and investments
  • Implement strategy
  • Monitor and review for life changes

Long-Term Care Planning

  • Individual plans
  • Assest based long-term care
  • Life insurance based long-term care

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicate

There are many roads to acquire Wealth Accumulation and Wealth Distribution. However, more and more retirees are realising that coventional investment and financial planning strategies are just not as effective as they once were. Retirement planning has changed just as the markets have changed.

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?

What are your best options?

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • ETF's
  • REIT's
  • Silver or Gold
  • Real Estate or insurance

How do you decide?

We can provide a Clear Road Map for Financial Success. We do this by implementing proven financial strategies that can give safety and predictability to your wealth accumulation plan, while significantly improving your chances to achieve financial security for the future.

Safe Haven Wealth Management offers a complete range of wealth management services. Our primary focuses include retirement planning, wealth accumulation and protection of wealth, 401k and IRA rollovers.