Christine Levine, Barry Havener, Becky Havener

 

The Havener  Financial Group has over 57 years of experience in helping individuals and families with their retirement planning. We provide more than just investment advice.  We help clients achieve and maintain the financial independence they have worked so hard for during their lifetime.  Our strategies are customized for each client because we understand that each individual has their own set of values, circumstances  and unique goals.  We help clients achieve their lifetime financial goals as well as leaving a legacy for the future generations.
 

Areas of specialization include:

  • Legacy Planning
  • Retirement Planning
  • Wealth Management
  • Business Succession Planning
  • Insurance Services
  • 401(k) Rollovers
  • Life Insurance
  • Financial Planning
  • Fixed Income
  • Asset Management
  • 529 Plans
  • Municipal Bonds
  • Alternative Investments

Our consultative process starts off with an in depth discussion of your goals and objectives and a review of your current finances. We will look for issues that may have an impact on your achieving your goals and make recommendations.  We schedule regular periodic reviews to make sure we adjust your investment strategy when necessary.  Retirement can hold many unforeseen challenges and we make sure to address each of these as they occur by proactively staying in touch and involved in our clients' lives.

We have been very fortunate to have many existing clients refer us to their families and friends.  They found a significant value to working with us and knew people that were in similar circumstances that could benefit from our services.  If you know of someone who needs help with their financial plans or needs to start planning for the future we would appreciate you referring them to us for a complimentary consultation.  We will do our utmost to meet your highest expectations so that they thank you for an introduction to our team.