Retirement Planning in Burnsville, Minnesota
Haven Financial Group
Trusted Financial Advisors Serving Burnsville and the Greater Dakota County Area
BURNSVILLE OFFICE
12940 Harriet Ave S #102
Burnsville, MN 55337
Phone: (612) 504-8400
Fax: (612) 568-6902
At Haven Financial Group, we specialize in helping individuals and families in Burnsville, Minnesota prepare for a confident and secure retirement. As fiduciary financial advisors, we are committed to providing personalized, commission-free guidance that aligns with your best interests—not sales quotas.
Haven Financial Group – The Retirement Planners Near You
Whether you’re five years from retirement or already enjoying your next chapter, our team understands the unique concerns of Minnesotans nearing or living in retirement. From Social Security optimization and Medicare planning to tax-efficient withdrawal strategies and long-term care considerations, we’re here to simplify every financial decision ahead of you.
Your Local Financial Partner in Burnsville
We’re proud to call Burnsville home. Our office is conveniently located near Burnsville Center, making it easy for clients from Lakeville, Apple Valley, Savage, and Eagan to meet with us in person. As active members of the community, we’re more than just planners, we’re neighbors helping neighbors retire with confidence.
Our Retirement Planning Services Include:
Personalized Retirement Planning
Build a plan tailored to your goals, income needs, and risk tolerance—with a focus on long-term stability and peace of mind.
Social Security Strategy
We help Burnsville retirees understand their claiming options and timing strategies to maximize lifetime Social Security benefits.
Tax-Efficient Planning
Protect your retirement income with strategies for managing taxes today—and in retirement. We help you diversify across tax-free, tax-deferred, and taxable buckets.
Medicare & Healthcare Planning
Get help navigating Medicare enrollment, supplement options, and healthcare budgeting—all based on your specific situation.
Estate & Legacy Planning Support
Make sure your wealth is protected and passed on according to your wishes with basic estate coordination and trusted professional partnerships.
Join the Haven Virtual Client Community
Connection. Education. Confidence in Retirement.
As a client of Haven Financial Group, you’re never navigating retirement alone. Our Virtual Client Community is a unique, online space where Minnesota clients from Burnsville and beyond, can connect with others, attend exclusive live events, and access helpful planning tools year-round.
Inside the community, you’ll find:
- Podcast shows & replays on on important retirement trends, taxes, and planning strategies.
- Monthly contests where clients can answer questions and share experiences.
- Educational resources and tools to help you stay confident and informed.
- Access to the exclusive Haven events, at their brand NEW Education Center (Coming Soon.)
Haven’s virtual retirement community ensures you always have support, insight, and community at your fingertips.
Why Burnsville Residents Trust Haven Financial Group
Financial team is very knowledgeable and they are truly in the business of helping, not selling.
Highly recommended!
Added bonus: they are recently expanding so they can help more of us who need guidance for a better future!!
BURNSVILLE OFFICE
12940 Harriet Ave S #102
Burnsville, MN 55337
Phone: (612) 504-8400
Fax: (612) 568-6902
Email: service@havenfinancialgroup.com
Click HERE For Driving Directions
Common Questions from Burnsville Retirees
Is there a retirement planner in Burnsville, MN?
Yes. Haven Financial Group, located in Burnsville, MN specializes in helping Dakota County residents build comprehensive retirement plans, without commissions or product sales.
Where can I get help with Social Security near me?
Our Burnsville, Minnesota team will help you evaluate your benefit options, claiming age, spousal benefits, and more, all tailored to your retirement timeline.
Do you offer tax planning for retirement?
Yes. We help Burnsville clients minimize tax burdens in retirement with personalized Roth conversion strategies, RMD planning, and tax diversification.
