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As a RETIREMENT INCOME CERTIFIED PROFESSIONAL™,  Casey Marx and his team of advisors who have over 40 years of combined experience, specialize in working with retirees and pre-retirees on developing investment, income, and estate plans for all sizes of estates. We custom-tailor each RetireSHIELD™️ plan to reduce risk, minimize taxes, and maximize returns - for the retirement you deserve.

Take the First Step Toward Securing Your

Worry-Free Retirement Today

Reserve a seat for our webinar where you’ll learn how we have helped hundreds of families reduce their risk of market loss, eliminate costly fees associated with risk management, establish proper asset protection from creditors, minimize taxes on investments,  protect against retirement healthcare disasters, and achieve a secure and reliable income in Retirement. 

Retirement Planning Webinar

Free Portfolio Risk Assesment

At Crown Haven, one of our top priorities is to give you insight to make informed decisions. One way we accomplish this is by comprehensively analyzing your risk tolerance and capacity and then building an investment strategy that is specifically designed for you. Capture your risk tolerance below to see if your current portfolio fits you!

Recent Media Appearances

Fox59 - Tax Changes & Scams

Fox 59 - Post COVID Economy

Fox 59 - Income & Expenses

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