Services

Red Haven Advisors is a value-oriented investment advisor. We serve clients seeking long-term growth and wealth protection strategies. We specialize in building personalized financial plans and investment portfolios that align with our client’s goals, risk tolerance, and values. Whether you are solely an income investor or a successful growth investor, we offer unique insights and valuable services.

Red Haven Advisors maintains a fierce “think-for-yourself” attitude that steers clients away from asset bubbles and investment fads. This attitude alone separates us from many other investment advisors and is a proven wealth protection strategy.

 
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Wealth Management

We recognize the decades of work and sacrifice that went into building your nest egg. Partner with an advisor focused on understanding your unique situation while helping you protect and grow your wealth. Key elements within our wealth management services include:

  • Disciplined risk management

  • Goals-based asset allocation

  • Careful balance between capital growth and capital preservation strategies

  • Retirement income requirements

  • Tax considerations

  • Clear and concise communication with your advisor

 
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Personalized Financial Planning

Life is a journey, not a destination. Our financial plans are like your own personal roadmap charting a course towards your goals. Since our financial plans are flexible, they adapt whenever life requires a detour. The ultimate goal of our financial planning process is to give you confidence in your financial future. Our personalized financial plans carefully consider:

  • Emergency Preparedness

  • Goals

  • Retirement

  • Education

  • Savings

  • Investments

  • Insurance

  • Expenses

  • Cash flows

  • Debt

 
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FIRE (Financial Independence Retire Early)

If financial freedom is your focus, then we can help.

The conventional FIRE approach wisely encourages maximizing your savings and investment goals. However, the conventional FIRE approach may be overestimating your investment return assumptions. Since long-term investment return assumptions are heavily influenced by the asset acquisition cost, investors accumulating assets during a prolonged bull market may be at risk for below average investment returns.

We can help you achieve financial freedom by carefully considering your current asset allocation strategy.