If you're a member of Gen X, the retirement planning process might be creeping up on you. You might have questions about your investment plan, your wealth goals, income strategies, and more. But without understanding your expected budget and costs, it will be hard to pin down a realistic strategy that works for you. And one of the most important costs to cover—especially now—is healthcare.

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

You may have heard about pensions and their qualities of steady income generation, much like Social Security. You may even have a pension of your own. But unfortunately, pensions are rarely offered by employers, especially private companies. So, before we put them on a pedestal, how do they really work?

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

If you’ve contributed to an IRA, 401(k), or other defined contribution account, you’re likely to invest in assets with exposure to the stock market. The stock market has many benefits, especially in terms of long-term asset growth, but it doesn’t come without its drawbacks. As a Gen Xer thinking about retirement, it’s important to understand those drawbacks.

Visit havenfinancialgroup.com for more information or to schedule a complimentary review of your financial situation today!

Meeting with a financial advisor can be intimidating. At Haven Financial Group, we aim to make every guest feel welcome and encourage you to ask questions. Whether we build a lasting relationship or part as friends, our goal is for you to leave with a better understanding of your financial future.

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

Whether you're nearing retirement or already enjoying your golden years, it's important to stay educated. Retirement laws are ever-changing, and at Haven Financial Group, we offer regular educational retirement courses to help you stay up to date and informed.

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

On this episode, we learn how Haven Financial Group came to be. Founder and CEO Larry Kallevig and his wife (and Office Manager!) Rachelle, tell us how they got started in the financial industry.

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!

In our first ever Safe Haven $olutions podcast, we meet and learn more about Haven Financial Group Founder and CEO, Larry Kallevig, and his wife Rachelle!

Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!