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!
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn a little about worldwide currency in this fun infographic
Second marriages are a trigger event to revisit any existing estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It sounds simple, but paying yourself first can really pay off.
Get ready to enjoy America’s national park system with this helpful article.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
Check out this video to begin separating fact from fiction.