Individual Investor

As an individual investor, you have spent a lifetime building your wealth. You value the time you have and want to focus your energy on the things that matter most to you.

As you plan for or near retirement, you might have some questions surrounding your financial readiness:

Relationship Concerns

Crown Haven emphasizes building trust-based relationships with clients, recognizing each individual’s unique needs and valuing their time. They ensure transparency and accountability in managing all aspects of financial life.

Financial Readiness

Clients often question if their money will last, if they are prepared for retirement, and how much monthly income they need. Crown Haven assesses portfolios for proper construction, suitable holdings based on risk and goals, and opportunities to reduce investment costs.

Tax & Health Strategies

Key concerns include optimal tax strategies for investments, the right mix of taxable and tax-deferred accounts, and protection from health care costs or creditor risks in illness. This extends to both the client and their spouse.

Legacy Planning

Questions focus on creating a meaningful legacy, proper estate setup for asset protection, adequate insurance, probate avoidance, tax implications on estates, and ensuring beneficiaries receive intended benefits rather than the state.

The RetireSHIELD™ Process

Through their trademarked RetireSHIELD process, Crown Haven optimizes secure income plans, investment management, tax planning, long-term health care, and legacy strategies as fiduciary advisors, allowing clients to focus on what matters most while protecting and growing wealth.