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
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Saving for College 101
Here’s a crash course on saving for college.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.