Products & Services

At Haven Financial Group, we provide assistance in the following areas:

Employer Accounts

  • 401K Retirement Plan
  • 403B/TSA Plan (also known as Tax Sheltered Annuities
  • 457 Defined Benefit Plan
  • Employee Stock Option Plan (ESOP)
  • Money Purchase Plan
  • Profit Sharing Plan

Individual & Household Accounts

  • 529 Educational Accounts
  • Beneficiary IRA
  • Inherited IRA
  • Living Trust
  • Rollover IRA
  • ROTH IRA
  • SEP IRA
  • Stretch IRA
  • Traditional IRA

Investment Types

  • Bonds
  • Brokerage
  • Exchange Traded Funds (ETF’s)
  • Municipal Bond Funds
  • Mutual Funds
  • Managed Accounts (also know as Wrap Accounts)
  • Real Estate Investment Trusts
  • Stocks
  • Variable Annuities