About Company

Haven Financial Planning (Haven Planning) helps clients build confidence through personalized financial planning and investment management services, offering customized financial planning, estate/legacy planning, business planning, retirement strategies, investment management, and insurance solutions; Haven Financial Planning is led by Katie Weibel, CFP®, MBA, operates out of offices in Williamsville and Orchard Park, NY, emphasizes judgment-free, education-focused guidance, a team approach when working with outside professionals, and offers discovery calls, financial tools, and ongoing monitoring to align clients’ investment strategies with their life goals.

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