Email Disclosure

KEEP YOUR INFORMATION SAFE

Please do not send confidential information by email, either in the body of the email or in attachments.
North Haven Financial LLC ("NHF") takes your data security seriously. "Confidential Information" includes Social Security Numbers, passwords, account numbers, etc. This email is not secure. NHF can provide alternative secure transmission methods.

DISCLOSURE STATEMENT

NHF is an Investment Adviser licensed in the State of Maine. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. We do not guarantee the accuracy, or the completeness of any description of securities, markets, or developments mentioned. NHF does not provide tax advice. We recommend consulting with a qualified tax professional before initiating any tax strategy.

Please contact us at mike@northhavenfinancial.com or 207-558-2138 if there is any change in your financial situation, needs, goals, or objectives.

Our current disclosure brochure, Form ADV Part 2, is available for your review. You may also request it by email. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Start with a Retirement Assessment

If you are not ready for a long-term financial planning relationship, North Haven offers a Retirement Assessment service. This service can be completed in a few weeks and helps you decide if ongoing retirement planning is right for you. It answers common questions about your retirement readiness and provides a retirement roadmap for you. We will have two meetings. At the first, we will gather information and discuss your needs. We then analyze your situation and prepare your assessment with specific recommendations. In meeting two, we will explain the recommendations. You will also have 30-day access to our financial planning portal to make changes and test different assumptions.

The fee for the Retirement Assessment is $3000.