Through Purposeful Financial Planning, We Ensure Your Wealth is Properly Positioned to Accomplish Your Desired Outcome – Giving You Peace of Mind – So You Can Focus onWhat Matters Most to You.
Crown Haven Wealth Advisors is located in Carmel, Indiana assisting clients in the Indianapolis area – and nationwide – with thoughtful financial planning in meeting their retirement and money management goals. We help achieve this through our proprietary RetireSHIELD® planning process.
Baby Boomer Retirement Boot Camp by Casey A. Marx exposes the truth behind the financial industry and reveals what it really takes to retire with confidence. Instead of complex jargon and empty promises, Marx delivers a clear, step-by-step roadmap to achieving what retirement is really about—lasting happiness.
Inside, you’ll discover how to secure guaranteed income for life, protect your money from market downturns, and avoid the hidden pitfalls of financial sales tactics. With practical insights on annuities, investment risks, portfolio theory, and holistic planning, this book arms you with the tools to build a future you can count on.
If you’re a Baby Boomer ready to retire without fear, this is your playbook for gains that compound safely and income that never runs out.
Through our 5-Step RetireSHIELD® Process, our advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
Independent
An Independent advisor is an advisor that has the freedom to select any product, account, fund, policy, or service (or combination of these) to build a truly customized portfolio for their client. Truly independent advisors are not bound by any constraints, allowing them to significantly minimize conflicts of interest.
Certified Fiduciary
While many advisors loosely use the word “fiduciary,” a Certified Financial Fiduciary® is held to a formal Code of Conduct that requires the highest standards of loyalty, good faith, expert care, transparency, confidentiality, and professionalism. This designation distinguishes those who have proven their commitment to putting clients’ best interests first from those who merely claim fiduciary responsibility.
We are thrilled with the knowledge and expertise of Crown Haven! Casey and his staff have made us feel very comfortable,… More knowing that we are in good hands.
Crown Haven wealth advisors take your concerns about the future very seriously and give you the confidence that… More life will be just fine! They work with you, give you sound advise and suggest solutions that break from the mainstream. Retire shield is definitely something everyone should consider if they are nearing retirement. Thank you for welcoming me into the Crown Haven family!
I would like to express my deepest gratitude to the Crown haven wealth advisors team for All the time and effort… More spent on not only securing my retirement portfolio but in the way Your team was responsive to my questions And vision for my Upcoming retirement. All of you Treated me with the utmost Respect This Professional approach Assured I was at the right place to remove all the apprehension I have experienced in taking this big step. Thank you sincerely William E Nelson
After years of investing with top national firms I landed at Crown Haven Wealth Advisors. Portfolio moves were… More seamless and their dedication, expertise and above all honesty truly puts them on the top of the professional investment community.
There's no doubt they will contribute to my financial success for years to come and I let everyone I know were to park their hard earned money.
Thanks Crown Haven
Three years ago we were looking for a safe way to invest our small retirement funds. Casey Marx at Crown Haven… More Wealth Advisors lead us through the process and has always been ready to answer any questions. Even on the weekend he answers within a few minutes. That is unexpected wonderful service! Thanks, Casey!
I highly recommend Crown Haven Wealth Advisors. Knowledgeable staff is always friendly and courteous. Casey and… More Gordon are always available to review your investments and act as true feduciaries.
Teaching sound financial principles and giving you options on safe ways to grow your investments and create your legacy.
