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
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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?
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.
View all articles 
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.
View all calculators
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.
View all presentations
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.