Haven Financial Group
@havenfinancialgroup.com
Haven Financial Group is a fiduciary-based retirement financial planning firm, specializing in all retirement topics.
Haven Financial Group's Company Logos


Haven Financial Group's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#004260
Astronaut Blue
0, 66, 96
199, 100, 19
100, 31, 0, 62
#ECF0F2
Porcelain
236, 240, 242
200, 19, 94
2, 1, 0, 5
#000F2D
Midnight
0, 15, 45
220, 100, 9
100, 67, 0, 82
About Haven Financial Group
Haven Financial Group is a fiduciary-based retirement financial planning firm serving Burnsville, Minnesota. Its tight-knit, well-educated team brings more than 30 years of combined experience in the financial planning industry and provides guidance across a broad range of retirement needs. The firm helps clients prepare for retirement through personalized planning and investment strategies, including conservative investments and investment management. Its services also cover tax planning and preparation, Social Security optimization, estate planning, annuities, insurance reviews, employee benefits, and Medicare.
For clients considering future care needs, Haven offers Medicare strategies and long-term care solutions, including individual plans, asset-based coverage, and life-insurance-based long-term care. Its approach recognizes that retirement goals differ, and the team works with clients to develop plans suited to their circumstances and priorities. Haven Financial Group also provides educational resources, useful guides, articles, calculators, a podcast, and other media, alongside client services such as a portal and community. Through its integrated retirement-focused offerings, the firm aims to help individuals make informed decisions about their financial future.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
