Life Insurance
Term Life Insurance
Safe Haven Financials offers Term Insurance, a straightforward and cost-effective solution providing coverage for a specified period. This service ensures that in the unfortunate event of the insured's passing during the term, beneficiaries receive a death benefit, offering financial protection without the complexities of permanent policies
Whole Life Insurance
Our Whole Life Insurance service provides clients with lifetime coverage and a guaranteed death benefit. In addition to serving as a safeguard for loved ones, this policy accumulates cash value over time, functioning as an investment component. With Whole Life Insurance, clients benefit from both long-term protection and the potential for wealth accumulation.
Indexed Universal Life - IUL
Safe Haven Financials offers Term Insurance, a straightforward and cost-effective solution providing coverage for a specified period. This service ensures that in the unfortunate event of the insured's passing during the term, beneficiaries receive a death benefit, offering financial protection without the complexities of permanent policies
Retirement Planning
Lifetime Income Planning
Safe Haven Financials specializes in creating personalized Lifetime Income Plans to ensure a steady income stream during retirement. By considering various income sources, including pensions and annuities, we develop strategies that maintain financial stability throughout the post-retirement years, allowing clients to enjoy their retirement without financial concerns.
Whole Life Insurance
Our Whole Life Insurance service provides clients with lifetime coverage and a guaranteed death benefit. In addition to serving as a safeguard for loved ones, this policy accumulates cash value over time, functioning as an investment component. With Whole Life Insurance, clients benefit from both long-term protection and the potential for wealth accumulation.
Indexed Universal Life - IUL
Safe Haven Financials offers Term Insurance, a straightforward and cost-effective solution providing coverage for a specified period. This service ensures that in the unfortunate event of the insured's passing during the term, beneficiaries receive a death benefit, offering financial protection without the complexities of permanent policies
Estate Planning
Will
Safe Haven Financials provides comprehensive Will Planning services, assisting clients in creating legally binding documents for asset distribution. This ensures a smooth transfer of assets to designated beneficiaries while addressing important considerations such as guardianship arrangements for minor children, providing peace of mind in legacy planning.
Living Trust
Our Living Trust service establishes a legal entity for managing and distributing assets. With benefits such as avoiding probate and maintaining privacy in the asset transfer process, this service offers a strategic approach to asset management and distribution. Safe Haven Financials guides clients in the creation and maintenance of living trusts to meet their specific needs and preferences.
Retirement Planning
Lifetime Income Planning
Safe Haven Financials specializes in creating personalized Lifetime Income Plans to ensure a steady income stream during retirement. By considering various income sources, including pensions and annuities, we develop strategies that maintain financial stability throughout the post-retirement years, allowing clients to enjoy their retirement without financial concerns.
Annuities
Our Annuities service revolves around financial products designed to provide a regular income stream. Whether immediate or deferred, annuities offer flexibility in payout timing, contributing to a reliable income source during retirement. Safe Haven Financials guides clients in choosing the right annuity options aligned with their financial goals and retirement plans.
401K / IRA Rollover
Facilitating seamless transitions in retirement planning, our 401K/IRA Rollover service assists clients in transferring funds from retirement accounts. This process not only consolidates accounts for efficient management but also includes guidance on tax implications and personalized investment choices tailored to individual financial objectives.