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!
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Is your estate in order? This short quiz may help you assess your overall strategy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.