Small Business Owner

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[av_heading heading=’Small Business Owner’ tag=’h1′ style=’blockquote modern-quote’ subheading_active=” show_icon=” icon=’ue800′ font=’entypo-fontello’ size=” av-desktop-font-size-title=” av-medium-font-size-title=’30’ av-small-font-size-title=’26’ av-mini-font-size-title=’22’ 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=’#ffffff’ 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-l9sua7j0′ sc_version=’1.0′ admin_preview_bg=”]
Creating Relationships, Building Trust, Sharing Expertise & Delivering Results – Since 2011
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As you approach your wealth management as a small business owner you have financial planning questions. Your life is a balancing act, and sometimes you wear one-to-many hats. Your determination and grit have brought you financial success. You value your time and know how to delegate – but when you do – you make sure you find the right person for the job.
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[av_heading heading=’As a small business owner, you might have some questions surrounding your financial readiness:’ tag=’h2′ style=’blockquote modern-quote modern-centered’ subheading_active=” 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-l9sucaru’ sc_version=’1.0′ admin_preview_bg=”]
Crown Haven Financial Advisors, Crown Haven Retirement Planners, Crown Haven Legacy & Estate Planning, Crown Haven Financial Planners. Use the Crown Haven RetireSHIELD!
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[av_iconlist_item title=’Am I prepared for retirement?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-1o6ran’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Will my money last?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-1kifen’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’How can I effectively balance the financial needs of my company with my personal financial needs?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-1cqj0n’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Will my lack of a traditional retirement plan or pension affect my retirement future? How can I address this?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-16d5av’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’How can I build an optimized wealth building and retirement strategy that integrates risk management, tax planning, liquidity event planning, income planning, succession planning?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-3xehj’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’How much money will I need on a monthly basis? Is this possible to safely accomplish with my current portfolio?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-zfn1r’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Has my Retirement plan been purposefully designed to meet my needs? Is my portfolio built right?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-ormz3′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Have I selected the correct holdings for my current situation, risk capacity, future goals, and stated objectives?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-irhc7′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Can I reduce my cost of investment?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-cp8uv’ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
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[av_iconlist_item title=’Do I have the right mix of taxable and tax-deferred accounts? Does my spouse?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-22′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
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[av_iconlist_item title=’Will my lack of a traditional employer sponsored health care plan affect me negatively?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-20′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’What will my care look like if I become sick?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-19′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’Am I protected from creditors if I become sick? Is my spouse?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-18′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’What will my legacy look like? Is my estate plan set up properly? Do I have the right kind of insurance? Does my Spouse? Are we protected from probate? How much of my estate will be taxable?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-17′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
[av_iconlist_item title=’How can I create a relationship with one group of trusted professionals that understand that my time is valuable and can help me manage all aspects of my financial life?’ icon=’ue812′ font=’entypo-fontello’ heading_tag=’h3′ heading_class=” link=” linktarget=” linkelement=” av_uid=’av-l9sueg2c-16′ sc_version=’1.0′ title_attr=”][/av_iconlist_item]
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We understand that your time as a small business owner is everything, but we also believe that you should pay as much respect to your financial future as you pay to your current business obligations.

At Crown Haven, we build a trusted relationship based on the fiduciary standard so that we clearly define your goals and expectations, then execute on your behalf, allowing you to spend your time focusing on what has made you successful in the first place.

We specifically designed and trademarked our RetireSHIELD® process to optimize your:

As a firm that was built from the ground up, Crown Haven is uniquely positioned to understand the myriad financial issues small business owners face – and how to solve them.

Choose Crown Haven, so you can have the confidence in knowing that your wealth is being managed by a team that understands what it means to be a business owner, allowing you to focus your time and energy on the things that matter most to you.
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[av_heading heading=’Independent & Fiduciary’ tag=’h2′ style=’blockquote modern-quote modern-centered’ subheading_active=” 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=’#ffffff’ 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=’0′ 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-50tlvz’ sc_version=’1.0′ admin_preview_bg=”]
Crown Haven Financial Advisors, Crown Haven Retirement Planners, Crown Haven Legacy & Estate Planning, Crown Haven Financial Planners. Use the Crown Haven RetireSHIELD!
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[av_heading heading=’Registered Investment Advisor (RIA)’ tag=’h3′ style=’blockquote modern-quote modern-centered’ subheading_active=” show_icon=” icon=’ue800′ font=’entypo-fontello’ size=’24’ av-desktop-font-size-title=’24’ av-medium-font-size-title=’22’ av-small-font-size-title=’20’ av-mini-font-size-title=’16’ 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=’#ffffff’ 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-4tr3un’ sc_version=’1.0′ admin_preview_bg=”]
Crown Haven Financial Advisors, Crown Haven Retirement Planners, Crown Haven Legacy & Estate Planning, Crown Haven Financial Planners. Use the Crown Haven RetireSHIELD!
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As an independent & fiduciary RIA, Crown Haven ensures your financial advice is always in your best interest, your advisory fees are transparent, and your financial goals & objectives are always the top focus.

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High Net Worth
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Individual Investors
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Pre-Retirement
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Pre-Retirement
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Business Owners
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Young Professionals
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