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WELCOME TO TRUE HAVEN FINANCIAL

TRUE HAVEN FINANCIAL is a Life, Retirement, and Legacy Planning firm located in the heart of Ocala, Florida.  Our clients encompass a broad spectrum of individuals, families, and businesses.  We help take the mystery out of planning for today and tomorrow.  Thru all of life's milestones, we can be with you every step of the way, so you can enjoy the life you envision.

For those transitioning into retirement, we offer sound retirement options. We offer IRA and 401K Exit Strategy Plans that are based on world class design, providing income and tax benefits, as well as access to innovative features retirees want.

We invite you to explore our website, it includes articles, educational videos, and calculators with timely insight on a variety of topics.  Feel free to send us a question, or request a complimentary consultation.  You may best reach us by calling: (352) 249-6791.  We look forward to hearing from you!

Helpful Content

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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