Haven Financial Group

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

09/29/2026

Thank you so much for the kind words and for celebrating this exciting milestone with us! 🎉

Our new Education Center is truly a reflection of what Haven Financial is all about—education, relationships, and helping individuals and families feel more confident about their financial future.

We’re proud to be part of such a wonderful business community and are excited to continue providing educational opportunities, resources, and guidance right here in our community.

A special thank you to the Chamber of Commerce for supporting local businesses and helping us celebrate this new chapter! We’re so grateful to be part of this community. ❤️

Here’s to learning, growing, and building a stronger financial future together!

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

09/21/2026

Stop guessing and get a simple summary of your investment with our complimentary Annuity X-Ray. We'll break down your:

• True fees
• Growth potential
• Withdrawal rules

You'll gain a $20 Amazon gift card - but more importantly, you'll gain clarity and make confident decisions about your retirement today.
https://havenfinancialgroup.com/xray/

Contact Us We'd Love To Hear From You! Haven Financial Group It’s your retirement; you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting! BURNSVILLE OFFICE

09/16/2026

🎉 YOU’RE INVITED! 🎉

Get ready to celebrate with us! Join us for the official Ribbon Cutting Ceremony of the Haven Education Center! ✂️🎀

We are absolutely thrilled to mark this exciting milestone alongside the Burnsville Chamber of Commerce and our wonderful City Officials.

Come for the celebration, stay for the treats! 🥳 We’ll be serving up delicious, grab-and-go charcuterie cups 🧀🍇 and sweet cookies 🍪 to keep the party going.

📅 When: Monday, September 28
⏰ Time: 3:30 PM
📍 Where: Haven Education Center

We can't wait to share this special moment with you! ✨

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/14/2026

Annuities have evolved—are you still settling for yesterday’s technology?

Older annuity contracts often fall behind the current market. You could be missing out on:
📈 Better interest rates
⚙️ Modern, flexible features
🔒 Enhanced security benefits

Let's make sure your money is working its absolute hardest!

Claim your Complimentary Annuity X-Ray to see exactly how your current contract stacks up against today's top options.

👇 Get your free review here: https://havenfinancialgroup.com/xray/

Contact Us We'd Love To Hear From You! Haven Financial Group It’s your retirement; you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting! BURNSVILLE OFFICE

09/09/2026

We’re still smiling from last week! ☀️ Thank you for the amazing turnout at our Client Appreciation night. From the food and drinks to live music and pontoon rides, we couldn't have asked for a better way to wrap up August. We love our Haven community! 💙

A special shoutout to our incredible vendors:
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09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,