Your Financial Safe Haven
Haven Financial Group is a fiduciary-based retirement financial planning firm with a tight-knit and well-educated team. Our total combined experience in the financial planning industry exceeds 30 years. Together we specialize in all retirement topics, such as conservative investments, Social Security, taxes, long-term care, Medicare, estate planning, and investment management. For anyone planning for retirement, our specialists are ready to offer their professional services to provide all-inclusive retirement solutions.
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Your Retirement, Our Plan
The Haven Navigation
SPECIALTY SERVICES
- Social Security Optimization
- Annuities
- Insurance Reviews
- Employee Benefits
LONG-TERM CARE AND MEDICARE
Chances are you could live well into your 80s and 90s or longer. A long life greatly increases the likelihood you’ll require long-term health care or Medicare.
We offer Medicare strategies and several LTC solutions including individual plans, asset-based long-term care, and life-insurance-based long-term care. We will work with you to find the best plan for your needs.
Learn More →TAX PLANNING AND PREPARATION
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objectives.
Learn More →RETIREMENT PLANNING
No matter where you are at in life, Haven Financial Group can provide you the guidance, tools, and services to help you prepare for retirement on your terms.
We understand that retirement looks a little different for everyone. Whether you are looking to travel, continue part-time work, volunteer, explore new hobbies, or spend time with loved ones, Haven Financial Group can help you achieve the retirement of your dreams.
Learn More →ESTATE PLANNING
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
We can help you design a legacy consistent with your dreams and values. Estate planning is critical to ensure that your family receives the assets you have accumulated during your life.
Learn More →RETIREMENT PLANNING
No matter where you are at in life, Haven Financial Group can provide you the guidance, tools, and services to help you prepare for retirement on your terms.
We understand that retirement looks a little different for everyone. Whether you are looking to travel, continue part-time work, volunteer, explore new hobbies, or spend time with loved ones, Haven Financial Group can help you achieve the retirement of your dreams.
Learn More →TAX PLANNING & PREPERATION
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
We can help you develop and implement appropriate strategies to lessen or shift current and future tax liabilities to help you meet your long- and short-term objectives.
Learn More →LONG-TERM CARE AND MEDICARE
Chances are you could live well into your 80s and 90s or longer. A long life greatly increases the likelihood you’ll require long-term health care or Medicare.
We offer Medicare strategies and several LTC solutions including individual plans, asset-based long-term care, and life-insurance-based long-term care. We will work with you to find the best plan for your needs.
Learn More →ESTATE PLANNING
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
We can help you design a legacy consistent with your dreams and values. Estate planning is critical to ensure that your family receives the assets you have accumulated during your life.
Learn More →SPECIALTY SERVICES
Social Security Optimization
Learn More →Annuities
Learn More →Insurance Reviews
Learn More →Employee Benefits
Learn More →Hosted By Founder & CEO, Larry Kallevig
The Haven Financial Group Radio Show
Larry Kallevig knows that family is the most important thing, just ask his wife and four daughters. That’s why he and his team at Haven Financial Group take such pride in helping families in and around the Twin Cities plan their retirement with confidence.
Listen in Sundays at 9am to find out what Larry & Haven Financial Group can do to help you, too.
It’s Time To Get On Track
Calculate Your Retirement Readiness
Whether you’re in or nearing retirement, there are 5 common questions that people tend to ask when planning their financial future:
At Haven Financial Group, we’ll help you calculate your retirement readiness, so you can build your financial safe haven. Try our other financial calculators and test out your retirement readiness HERE.
What are my projected required minimum distributions?
INVESTMENT STRATEGIES
Investing is about proper planning to achieve your financial goals: retirement, paying for college, or just providing for your family.
We work with you to develop and implement a personalized investment plan to reach your future retirement goals. We will help you implement any new plan of action that has been developed.
Learn More →