RetireSHIELD™ TV

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Creating Relationships, Building Trust, Sharing Expertise & Delivering Results – Since 2011
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You’ve seen the TV show and heard the stories of the transformational impact the RetireSHIELD™ process has resulted in for people just like you. There has never been a better time for you to learn how a customized RetireSHIELD™ plan can help you spend less time worrying about your money and more time enjoying your life.
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[av_heading heading=’Why Wait? Find Out Now If Crown Haven‘s RetireSHIELD™ Is The Solution You’ve Been Looking For!‘ tag=’h2′ style=’blockquote modern-quote modern-centered’ subheading_active=’subheading_below’ show_icon=” icon=’ue800′ font=’entypo-fontello’ size=” av-desktop-font-size-title=” av-medium-font-size-title=’26’ av-small-font-size-title=’22’ av-mini-font-size-title=’18’ subheading_size=’18’ av-desktop-font-size=’18’ av-medium-font-size=’17’ av-small-font-size=’16’ av-mini-font-size=’15’ icon_size=” av-desktop-font-size-1=” av-medium-font-size-1=” av-small-font-size-1=” av-mini-font-size-1=” color=’custom-color-heading’ custom_font=’#fd9500′ subheading_color=’#000e25′ seperator_color=” icon_color=” margin=’10px’ margin_sync=’true’ av-desktop-margin=’10px’ av-desktop-margin_sync=’true’ av-medium-margin=’10px’ av-medium-margin_sync=’true’ av-small-margin=’10px’ av-small-margin_sync=’true’ av-mini-margin=’10px’ av-mini-margin_sync=’true’ headline_padding=” headline_padding_sync=’true’ av-desktop-headline_padding=” av-desktop-headline_padding_sync=’true’ av-medium-headline_padding=” av-medium-headline_padding_sync=’true’ av-small-headline_padding=” av-small-headline_padding_sync=’true’ av-mini-headline_padding=” av-mini-headline_padding_sync=’true’ padding=’10’ av-desktop-padding=” av-medium-padding=” av-small-padding=” av-mini-padding=” icon_padding=’10’ av-desktop-icon_padding=” av-medium-icon_padding=” av-small-icon_padding=” av-mini-icon_padding=” link=” link_target=” id=” custom_class=” template_class=” av_uid=’av-6dvj3s’ sc_version=’1.0′ admin_preview_bg=”]
In 2 Minutes Or Less!
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RetireSHIELD™ TV Episodes

RetireSHIELD™ TV is a motivational and educational TV show that explores the journey of retirement through expert interviews, real-life stories, and educational segments. Industry leader Casey A. Marx provides the knowledge and tools you need to build and protect your retirement so that you can spend less time worrying about your money and more time enjoying your life.

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Our RetireSHIELD™ Process

Learn more about our 5-Step RetireSHIELD™ process that protects you through Secure Income Planning, Cohesive Investment Strategy, Advanced Tax Planning, Long-Term Healthcare Planning, Proactive Legacy & Estate Planning.

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[av_timeline_item date=’Step 1:’ title=’Relationship Visit’ icon_image=’icon’ number_arrow=” icon=’ue80b’ font=’entypo-fontello’ image=’https://crownhaventest.com/wp-content/themes/enfold/config-templatebuilder/avia-template-builder/images/placeholder.jpg’ attachment=” attachment_size=” milestone_valign=’baseline’ milestone_color=” custom_milestone_color=” link=” linktarget=” linkelement=’date_head’ custom_id=” custom_class=” template_class=” av_uid=’av-i1yzjs’ sc_version=’1.0′]
We believe that a great financial plan begins with a great relationship. During our Relationship Visit, we strive to better understand who you are, what your goals are, and why they matter to you.

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[av_timeline_item date=’Step 2:’ title=’Portfolio Diagnostic Visit’ icon_image=’icon’ number_arrow=” icon=’ue850′ font=’entypo-fontello’ image=’https://crownhaventest.com/wp-content/themes/enfold/config-templatebuilder/avia-template-builder/images/placeholder.jpg’ attachment=” attachment_size=” milestone_valign=’baseline’ milestone_color=” custom_milestone_color=” link=” linktarget=” linkelement=’date_head’ custom_id=” custom_class=” template_class=” av_uid=’av-eba3d4′ sc_version=’1.0′]
Our portfolio diagnostic is designed to determine if your current portfolio is in alignment with your goals for your life. This includes an in-depth examination and analysis of your asset location & allocation strategies, your diversification and/or over-concentration in specific market sectors, your individual capacity to take on market risk, the maximum potential losses your current portfolio could experience, your sources of secure income in retirement, and the associated fees and costs for maintaining your current portfolio.

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[av_timeline_item date=’Step 3:’ title=’Custom RetireSHIELD™ Plan Design’ icon_image=’icon’ number_arrow=” icon=’ue824′ font=’entypo-fontello’ image=’https://crownhaventest.com/wp-content/themes/enfold/config-templatebuilder/avia-template-builder/images/placeholder.jpg’ attachment=” attachment_size=” milestone_valign=’baseline’ milestone_color=” custom_milestone_color=” link=” linktarget=” linkelement=’date_head’ custom_id=” custom_class=” template_class=” av_uid=’av-a6w0js’ sc_version=’1.0′]
During our relationship visit we became acquainted with you, the person, your desires and needs.

During our diagnostic visit we analyzed and revealed how your current plan may be helping-or-hurting your chances to live the retirement you deserve.

Your custom tailored RetireSHIELD™ plan is designed with your lifestyle at the forefront to ensure that you your retirement funds are in complete alignment with your desires and properly positioned to meet and exceed your stated goals and objectives.

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[av_timeline_item date=’Step 4:’ title=’Advanced Tax Planning’ icon_image=’icon’ number_arrow=” icon=’ue843′ font=’entypo-fontello’ image=’https://crownhaventest.com/wp-content/themes/enfold/config-templatebuilder/avia-template-builder/images/placeholder.jpg’ attachment=” attachment_size=” milestone_valign=’baseline’ milestone_color=” custom_milestone_color=” link=” linktarget=” linkelement=’date_head’ custom_id=” custom_class=” template_class=” av_uid=’av-t3y7c’ sc_version=’1.0′]
We coordinate with a highly qualified & vetted group of specialists, to strategically determine areas in your portfolio that can be optimized for tax purposes.

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[av_timeline_item date=’Step 5:’ title=’Long-Term Healthcare & Proactive Legacy & Estate Planning’ icon_image=’icon’ number_arrow=” icon=’ue821′ font=’entypo-fontello’ image=’https://crownhaventest.com/wp-content/themes/enfold/config-templatebuilder/avia-template-builder/images/placeholder.jpg’ attachment=” attachment_size=” milestone_valign=’baseline’ milestone_color=” custom_milestone_color=” link=” linktarget=” linkelement=’date_head’ custom_id=” custom_class=” template_class=” av_uid=’av-3spmd4′ sc_version=’1.0′]
At Crown Haven, we identify a long-term care plan for our clients that is cost-neutral, so that you can rest easy knowing that if the worst-case scenario does happen, you will have quality care, and your loved ones will be financially secure.

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[av_heading heading=’Have A Question You Want Read On RetireSHIELD™ TV?’ tag=’h2′ style=’blockquote modern-quote modern-centered’ subheading_active=’subheading_below’ show_icon=” icon=’ue800′ font=’entypo-fontello’ size=” av-desktop-font-size-title=” av-medium-font-size-title=’26’ av-small-font-size-title=’22’ av-mini-font-size-title=’18’ subheading_size=’18’ av-desktop-font-size=’18’ av-medium-font-size=’17’ av-small-font-size=’16’ av-mini-font-size=’15’ icon_size=” av-desktop-font-size-1=” av-medium-font-size-1=” av-small-font-size-1=” av-mini-font-size-1=” color=” custom_font=” subheading_color=” seperator_color=” icon_color=” margin=” margin_sync=’true’ av-desktop-margin=” av-desktop-margin_sync=’true’ av-medium-margin=” av-medium-margin_sync=’true’ av-small-margin=” av-small-margin_sync=’true’ av-mini-margin=” av-mini-margin_sync=’true’ headline_padding=” headline_padding_sync=’true’ av-desktop-headline_padding=” av-desktop-headline_padding_sync=’true’ av-medium-headline_padding=” av-medium-headline_padding_sync=’true’ av-small-headline_padding=” av-small-headline_padding_sync=’true’ av-mini-headline_padding=” av-mini-headline_padding_sync=’true’ padding=’10’ av-desktop-padding=” av-medium-padding=” av-small-padding=” av-mini-padding=” icon_padding=’10’ av-desktop-icon_padding=” av-medium-icon_padding=” av-small-icon_padding=” av-mini-icon_padding=” link=” link_target=” id=” custom_class=” template_class=” av_uid=’av-lg0x95kj’ sc_version=’1.0′ admin_preview_bg=”]
Fill Out The Form Below And Your Question May Be Answered On RetireSHIELD™ TV!
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Want To Know How A Personalized RetireSHIELD™ Plan Can Impact Your Retirement?

Pick A Time On Our Calendar Below That Best Fits Your Schedule For A 15-Minute No-Obligation Call.

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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 on What Matters Most to You.
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