Small Business Owner

As a small business owner, you juggle roles and face wealth management questions. Your grit built success. You value time, delegate wisely, and pick the right partners.

As a small business owner, you might have some questions surrounding your financial readiness:

Building Fiduciary Partnerships

Crown Haven creates value-aligned relationships that prioritize your constraints, define clear objectives, and deliver full-spectrum financial oversight with unwavering transparency, freeing you to drive your business forward.

Wealth & Investment Strategies

We resolve concerns on retirement readiness, savings sustainability, and integrating business-personal needs through customized plans incorporating risk, liquidity events, and succession. Portfolios are refined for appropriate assets, efficient returns, and lower costs to match your unique profile.

Tax, Health & Succession

Crown Haven implements superior tax tactics and account blends, offsets retirement health expenses despite lacking employer plans, and provides illness protections for you and your spouse. Legacies are secured with comprehensive estates, fitting coverage, probate barriers, and tax minimization.

Proprietary RetireSHIELD™ Process

Our trademarked RetireSHIELD approach customizes income security, investment tactics, tax services, health care foresight, and estate frameworks specifically for entrepreneurs.

Entrepreneur-Focused Expertise

Built by business owners, Crown Haven as an RIA offers impartial guidance, straightforward pricing, and solutions to owner-specific challenges, ensuring decisions today build lasting prosperity.