Plan for the Best. Prepare for the Rest.

We help you build a retirement income stream that keeps you steady—no matter what the market does.

Life Insurance Strategies
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man, woman and child holding hands on seashore

Leave a lasting legacy with tailored life insurance plans that align with your personal goals.

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person using black computer keyboard
person using laptop
person using laptop
Fixed Income Solutions

Diversify your portfolio with fixed-income options to hedge against market volatility and ensure consistent returns.

We design strategies that provide you with a steady, reliable income throughout retirement.

Guaranteed Income Planning
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LegacyHaven Strategies

We help you create a safe haven for your retirement.

A smartphone with a severely cracked screen displays the word 'INSURANCE' on its screen. The device is black and appears to be placed on a white surface.
A smartphone with a severely cracked screen displays the word 'INSURANCE' on its screen. The device is black and appears to be placed on a white surface.
Retirement Planning

Helping clients secure consistent income for their futures.

A historic European building with ornate architectural details and a prominent sign reading 'Alleanza Assicurazioni' is situated on a busy street. The structure features decorative windows, column-like elements, and a roof adorned with elaborate designs. Surrounding buildings exhibit classic European architecture, with various colors and intricate facades. Streetlights and overhead wires can also be seen.
A historic European building with ornate architectural details and a prominent sign reading 'Alleanza Assicurazioni' is situated on a busy street. The structure features decorative windows, column-like elements, and a roof adorned with elaborate designs. Surrounding buildings exhibit classic European architecture, with various colors and intricate facades. Streetlights and overhead wires can also be seen.
Portfolio Diversification

Strategies to hedge against market volatility and risks.

A detailed architectural bas-relief shows a skeleton amidst elaborate foliage, positioned above a building entrance. Below the relief is an inscription in gold lettering on a dark background reading 'SPES ALTERA VITÆ'. The surrounding structure features classic architectural elements in beige tones.
A detailed architectural bas-relief shows a skeleton amidst elaborate foliage, positioned above a building entrance. Below the relief is an inscription in gold lettering on a dark background reading 'SPES ALTERA VITÆ'. The surrounding structure features classic architectural elements in beige tones.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
Family Values

Aligning financial strategies with family values and priorities.

Conservative Growth

Focused on moderate risk options for steady growth.

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Client Feedback

Discover what our clients say about us.

Legacyhaven Advisors provided excellent service, helping me diversify my portfolio effectively before retirement.

John D.
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man in green polo shirt wearing black framed eyeglasses

Palm Beach County, FL

The team at Legacyhaven Advisors helped me navigate my retirement planning smoothly and efficiently.

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woman in floral-themed cardigan leaning on fence in bokeh photography
Sarah K.

Broward County, FL

★★★★★
★★★★★
Accumulate

Helping clients secure their financial future today.

Grow

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info@legacyhavenadvisors.com

786-228-6229

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