Haven Financial Advisors
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Our Mission and Value Proposition

Haven Financial Advisors is committed to your future. We have been a fee only financial advisor since 2002.  The first step in the relationship is getting to know you and what your goals are. It's a two way communications process that requires the engagement of both parties.

We develop a financial plan that includes a diversified asset allocation tailored to your personal situation. Experience tells us that the key value proposition of the plan is the comfort level it delivers to the client - that you are taking concrete steps to achieve realistic financial goals. Our principal, Louis Kokernak, is an experienced investment advisor and financial planner who has been helping individuals for nearly two decades.

The cornerstone of our life savings strategy is the investment in multiple asset classes with low cost and low turnover. We utilize products from Dimensional Fund Advisors, PIMCO, and index fund providers. Our investment process is transparent.There are no "black box" funds or sudden swings in risk taking. Sample portfolios are available for review.

 

Recent Activity

August 16th, 2016: Added newsletter that discusses Roth conversions  in retirement

September 9th, 2015: Added newsletter that addresses health care in retirement

July 28th, 2015: Added newsletter on the vaguaries of college financial aid

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Copyright (c) 2007 Haven Financial Advisors. All rights reserved.

Louis@havenfinancial.com