We specialize in creating personalized retirement income strategies.
Tax-efficient withdrawals & ongoing tax planning to lower your lifetime taxes.
Together we will build a plan to replace your paycheck & support your lifestyle with peace of mind.
We will give you advice that is in your best interest. We are specialists in retirement planning and retirement income planning.
Our fees are simple. There are no hidden fees. We do not sell products or make commissions.
We hold the Certified Financial Planner™ and Retirement Income Certified Professional™ credentials.
Data-driven analysis is the foundation for everything we do.
We work to understand all elements of your financial situation.
Individualized strategies ensure that your values are always a priority.
We ensure that your plan is implemented, not just put on a shelf.
We monitor your plan, track your progress, and help you to adjust as life unfolds.
Founder, Financial Planner
Associate Financial Planner
Peter is an executive in his late 50’s, he and Heather married later in life and have two young children. While both Peter and Heather are still planning to work for at least a few years and are doing well financially, they realized they needed to take a closer look at their situation to be confident that they were taking the right steps to enjoy retirement while still making sure their kids would be taken care of.
Peter and Heather were planning to move to a warmer climate when they retire but jumped on an opportunity ahead of their initial timeline. This meant quickly adapting their plan to ensure their short-term needs were met without putting their long-term goals of education funding and a comfortable retirement at risk.
What We Have Done So Far
Jane was planning to finish her career as an engineer for another two to three years, but shortly after becoming a client at North Haven Financial, her company offered an early retirement package, and she decided to take it. Jane had done a good job saving for retirement, but this required quickly creating a plan to transition into retirement smoothly, as well as assuring that the plan could accommodate a few years of less income.
Jane wanted to make sure that she could maintain a steady retirement income and growth to support future retirement goals and expenses.One of her main goals was to remodel her home, and she planned to purchase a new vehicle sometime in the next 12-18 months. Overall, however, her goal was to find ways to enjoy retirement and began working part-time with her daughter
Hannah and Natalie came to North Haven Financial after they had both retired from careers as federal employees. They had saved for retirement and had reliable pensions, but wanted the peace of mind that comes from working with a partner who has expertise.They wanted to make sure that they could be confident in their situation and focus their spending on experiences as they did not have heirs or legacy goals.
Hannah and Natalie had just moved into a new house and realized they would need to make some larger improvements than they anticipated, which became their first priority. Longer term, they knew they wanted to enjoy their early retirement years as much as they could, and had goals of annual trips both nationally and internationally,
What We Have Done So Far
DisclaimerThe above examples are representative of an actual client, we cannot use their real name or picture due to privacy concerns. Information provided is for educational purposes only and does not constitute investment, legal or tax advice. Please contact us for more complete information based on your personal circumstances and to obtain individual investment advice.