Our Services


Helping You Is What We Do.

At Havaplan Financial, we provide financial guidance customized to your needs on an hourly basis with no conflicts of interest. Helping you achieve financial independence and peace of mind is our top priority.


Financial Planning
Hourly Fee

Looking for guidance on short-term project or answers to pressing financial questions? We can help!

Investment
Management

Take the guesswork out of investing. We help develop a long-term investment strategy based on your individual goals, time horizon and risk tolerance. No one-size-fits-all strategies here!