Haven Financial Planning

Haven Financial Planning Helping individuals, families, and business owners build financial clarity through personalized planning and wealth management. SIPC.org Member FINRA/SIPC.

Securities offered through LPL Financial, Member SIPC. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may

discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

“They're basically the same” — nope. Traditional and Roth accounts work very differently. Swipe to see the real difference. 👀

Not sure which fits you? Free Discovery Call — link in bio

It's not about paying less than you owe. It's about not paying more than you have to. 💰 Save this before tax season.Save...
09/01/2026

It's not about paying less than you owe. It's about not paying more than you have to. 💰 Save this before tax season.

Save this post + share it with someone who needs it

08/31/2026

The tax moves that actually save you money all have one thing in common: a deadline. ⏰ Swipe through 3 that people wait too long to make.

Take the free Money Stop Light Quiz — link in bio.

08/28/2026

Small financial decisions can shape the future you’re building.

You don’t have to navigate every financial decision alone. The right plan can help you understand where you are today, where you want to go, and how to get there with greater clarity and confidence.

Schedule your free Strategy Session with Katie Weibel of Haven Financial Planning today.

Insurance isn't 'set it and forget it'. 📌 Swipe through the 5 moments that should trigger a review.Comment COVERED if yo...
08/27/2026

Insurance isn't 'set it and forget it'. 📌 Swipe through the 5 moments that should trigger a review.

Comment COVERED if you're due for a review

08/26/2026

Think life insurance is out of budget? For most healthy adults, it's a lot more affordable than you'd guess. 👀

Curious what your number looks like? Free Discovery Call — link in bio

3 insurance gaps hiding in plain sight 👀 Most families don't find out until it's too late. Swipe through the signs, then...
08/25/2026

3 insurance gaps hiding in plain sight 👀 Most families don't find out until it's too late. Swipe through the signs, then see where you stand.

Save this post and share it with someone who needs it.

08/24/2026

Quick gut check: does your life insurance still match your mortgage? Is disability coverage even on your radar? These are the 3 gaps we see most often with families — and they're easy to miss until something happens.

Save this one for the days you need the reminder.

08/21/2026

Some financial assumptions sound reasonable—until they create a problem.

“My business is my retirement plan.”

“I'll pay myself when the business is stable.”

“I don't need protection because the business will cover it.”

The right plan starts by questioning the assumptions.

Which one have you heard before?

Revenue gets attention.But revenue isn't the whole picture.Every business owner should have a clear understanding of the...
08/20/2026

Revenue gets attention.

But revenue isn't the whole picture.

Every business owner should have a clear understanding of the numbers behind both the business and the life it supports.

Know your expenses.
Know your true profit.
Know your runway.
Know your business value.
Know your bigger financial picture.

Knowing the numbers creates better decisions.

Address

8469 Sheridan Drive
Williamsville, NY
14221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17164581900

Website

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