We started North Haven Financial because we see a great need to assist people in achieving financial security, so that they can live their best lives.
If you are approaching retirement or have recently retired, the need to have a clear financial plan has never been greater. Investments are important, but ultimately money is only a tool to be used in service of creating a life that you love. We want to help you achieve confidence and financial security in a way that supports a fulfilling meaningful life.
We would like to share a little bit about our clients to help you feel at home in the NHF community. Although they are each unique in many ways, what is common include a love of life, kindness and generosity.
As you might expect, our clients enjoy a wide variety of interests including international travel, spending time with family, golf, pickle ball, live music, spending time at the ocean, teaching sailing, wilderness camping & often a love of dogs. One client recently fulfilled a dream by completing a cross country a bike trip from Washington State to Bar Harbor Maine. We are excited to learn about the adventures you are planning for the next phase of your life.
Residing in more than a dozen states, our clients also have many different professional backgrounds including nursing, education, engineering, law, non-profits, family run businesses and state & federal government service. They volunteer their talents for libraries, churches, nursing facilities, animal shelters, Habitat for Humanity, veterans assistance and homeless assistance organizations. Clients have rebuilt homes after hurricanes, and built schools in rural Alaska & Liberia. Last year, clients donated over $88,000 to charitable & non-profit organizations.
Certified Financial Planner CFP®
Retirement Income Certified Professional RICP®
How Retirement Spending Changes With Time
Does Your Portfolio Fit Your Retirement Lifestyle?
