Frequently Asked Questions
and Client Resources

Current Clients can click here to schedule a meeting.
Email: contact@northhavenfinancial.com
Phone: 207-558-2138
Click here.
OVERNIGHT MAIL is Recommended
Charles Schwab
200 S 108th Ave
Omaha, NE 68154
REGULAR MAIL
Charles Schwab
P.O. Box 2380
Omaha, NE 68103
To mail a check to Schwab for deposit into your account, please follow these instructions.
Have the check made payable to
"Charles Schwab & Co., Inc., FBO (Your Name, Account # xxx)"
For large checks, the best practice is to have the check sent by overnight mail. There may be a charge for this, but being able to track the check is worth the peace of mind.
800-515-2157
- Altruist account rollover instructions
- Altruist check instructions
Altruist Check Instructions

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.

Frequently Asked Questions and Client Resources

How can I schedule a meeting with you?

How do I contact North Haven Financial?

Where can I find the client service calendar?

Using Right Capital

Using Schwab

What are the Schwab mailing addresses & Check Deposit Instructions?

What is the Schwab support phone number?

Using Altruist

How do I send a check to Altruist?

Start with a Retirement Assessment

Frequently Asked Questions
and Client Resources