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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

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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.

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Principles of Preserving Wealth

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

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.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

A Bucket Plan to Go with Your Bucket List

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Understanding the SECURE Act

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

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