Financial Services That Prioritize You
We design personalized plans that help address your unique needs and goals. Whether you’re looking to build wealth, plan for retirement or preserve your legacy, we’re here to support Michigan retirees throughout every step, no matter where you are in retirement.
At Safe Haven Wealth Management, we offer a comprehensive suite of services designed to help address every facet of your financial life.
Our goal is to provide personalized strategies that not only meet your current needs but also protect your financial future. With a strong focus on education, we empower you to make informed decisions by clearly breaking down complex financial concepts.
The Milestone Map Process
At Safe Haven Wealth Management, we believe in a clear and collaborative approach to financial planning. Our process is designed to build a strong partnership, ensuring you feel understood and prepared for every stage of retirement. Here’s how it works:
Discover your milestones
We start with a discovery meeting. This is a casual conversation where we get to know you on a personal level. Our goal is to understand what matters to you so we can build a plan that reflects your aspirations.
Chart the course
Using the insights from our discovery meeting, we develop a customized financial strategy. We’ll walk you through our recommendations, explaining the purpose behind each one in easy-to-understand language.
Together for it all
Your financial needs will likely evolve over time, and so should your plan. Through regular reviews, we stay connected to adjust your strategy as needed, so it remains aligned with your goals.
The result?
With your personalized strategy, you can focus less on the complexity of retirement planning and more on enjoying your life. After all, the only thing you should worry about in retirement is how to spend your time.
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches.
We can help you address these five areas using a variety of financial products and services, no matter how close you are to retirement.