It's time to step confidently into your ideal retirement.

Get your guide to retiring comfortably if you have $300k or more in investable assets!

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  1. The five biggest mistakes we have seen over the years of helping hundreds of clients step confidently into retirement

  2. How creating a strong foundational income creates a stress-free retirement

  3. Why it is so important to never give up the search for finding the right partner to help guide you into your ideal financial future 

Client Testimonials:

Dennis E.

"Casey and Gordon from Crown Haven Wealth Advisors, have both been extremely helpful in navigating the countless pathways of our financial security for the future. I appreciate their honest approach and desire to produce the best possible outcomes for their customers."

Paula G.

Loretta Q.

"This firm offers products designed to protect your money, not risk it. I have true peace of mind from their advice and the financial instruments that they guided me to. I have great trust in these people and can't recommend them highly enough."

"Casey and Gordon are always available to review your investments and act as true fiduciaries.
Teaching sound financial principles and giving you options on safe ways to grow your investments and create your legacy."


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