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) 873-5876. We look forward to hearing from you!
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Five creative (and inexpensive) ideas for motivating your employees.
Simple steps may help you foil hackers and protect your privacy.
What can be learned from the savings rate?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.