Your Trusted Partner in Retirement Income Planning
At LegacyHaven Advisors, we believe in empowering you to achieve a secure and fulfilling retirement.
Founded in South Florida, LegacyHaven Advisors was established with a mission to help individuals and families create a safety haven for their retirement and to help fortify their legacy.
We plan for the best and prepare for the rest. By utilizing advanced software, we identify your financial strengths and weaknesses, and create a plan to fill in the gaps.
Meet Your Advisor
Jacob Lewis, a licensed insurance professional, brings years of experience and a commitment to client-centric service. He is dedicated to building lasting relationships based on trust and transparency, and ultimately helping clients achieve their financial goals.

