RetireSHIELD™ Plan Design

Your RetireSHIELD™ Plan design optimizes your portfolio to match your risk capacity, time horizon, income requirements, cash flow needs, growth objectives, and legacy desires.

Goals & Outcomes:

  • Target Your Financial Goals & Objectives For The Portfolio
  • Build Your Custom Plan using our Registered RetireSHIELD® Process
  • Replace Inefficient Securities with Optimal Securities
  • Replace Inefficient Insured Accounts with Optimal Insured Accounts
  • Add select securities or insured accounts to optimize portfolio diversification

What We Will Discuss:

Our expert team crafts a customized RetireSHIELD™ portfolio, tailored to your unique goals without generic solutions. We incorporate three essentials: emergency funds for liquidity and security, reliable income streams protecting principal with steady cash flow (your “Good Night’s Sleep Insurance”), and growth investments for appreciation and diversification. Through elite partnerships, we deliver advanced research, algorithmic trading, proprietary protections, and exclusive funds. Allocations are calibrated to your timeline, risk profile, and objectives, ensuring retirement success.
◄ Step 2: Portfolio Diagnostic
Step 4: RetireSHIELD™ Implementation ►

Watch RetireSHIELD™ TV

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses the life events that led him to creating Crown Haven Wealth Advisors and the RetireSHIELD™ Process, how Crown Haven has had a massive impact on its surrounding community, as well as what sets the RetireSHIELD™ process apart from the (sometimes generic) retirement plans of other advisors.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains the major differences between Retirement Planning and Financial Planning, the different financial phases of retirement, as well as how Crown Haven has been able to transform its clients lives through their trademarked RetireSHIELD™ process.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains his Three Bucket Approach in retirement, why the finance industry is fundamentally flawed, and how using the Three Bucket Approach in his trademarked RetireSHIELD™ Process has been able to transform the lives of his clients.
In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down to his viewers exactly what Secure Income Planning is, why it is absolutely crucial to have it when planning for retirement, and lastly why Crown Haven Wealth Advisors follows the RetireSHIELD™ process when planning retirements for their clients.
Load More
In this episode of RetireSHIELD™ TV, Casey A. Marx discusses the life events that led him to creating Crown Haven Wealth Advisors and the RetireSHIELD™ Process, how Crown Haven has had a massive impact on its surrounding community, as well as what sets the RetireSHIELD™ process apart from the (sometimes generic) retirement plans of other advisors.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains the major differences between Retirement Planning and Financial Planning, the different financial phases of retirement, as well as how Crown Haven has been able to transform its clients lives through their trademarked RetireSHIELD™ process.
In this episode of RetireSHIELD™ TV, Casey A. Marx explains his Three Bucket Approach in retirement, why the finance industry is fundamentally flawed, and how using the Three Bucket Approach in his trademarked RetireSHIELD™ Process has been able to transform the lives of his clients.
In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down to his viewers exactly what Secure Income Planning is, why it is absolutely crucial to have it when planning for retirement, and lastly why Crown Haven Wealth Advisors follows the RetireSHIELD™ process when planning retirements for their clients.
Load More

See WHy Our Clients Are Smiling!

Schedule A Relationship Call