Haven Financial Group

05/28/2026

We are thrilled to announce that the Haven team has been awarded BusinessRate's Best Financial Advisor in Burnsville for 2026. Back-to-back wins are only possible because of the continued trust of our clients and the dedication of our incredible team.

Thank you, Burnsville, for this amazing recognition!

05/28/2026

Don’t navigate retirement planning alone—having a partner in your corner ensures you’re making the smartest moves for your specific goals.
Let’s build your roadmap together.

05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

Our Blog Welcome, Stay Awhile. Helping You Better Understand Your Financial Needs & Investment Strategies Our Radio Show Useful Guides Retirement Calculators

05/21/2026

We all know college is a huge investment in what’s next. But the secret to avoiding the "tuition headache" is simple: start the conversation today.

By getting a handle on the budget now, you’re setting up a much smoother financial path for the next four years—and everything that comes after.

05/20/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely

05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to

05/14/2026

Real estate is a great wealth-builder, but it has to fit into a balanced financial picture. Want to see how your home equity fits into your retirement? Let’s make sure your "house wealth" and "cash wealth" are working together.

05/12/2026

Join us for Maximizing Social Security, an informative session focused on helping you make confident, strategic decisions about your benefits. Learn how to enhance your claiming approach, increase your retirement income potential, and align your Social Security strategy with your overall financial future. Get the insights you need to turn smart planning into lasting security.

Sign up for the 14th here: https://adultfinancialed.org/event/maximizing-social-security-mlkfsc0514/

Sign up for the 19th here: https://adultfinancialed.org/event/maximizing-social-security-mlkfsc0519/

Our Events See Individual Events Below Financial Workshops Hosted by Haven Financial Group, our workshops are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops. Call today or clic...

05/08/2026

A successful day at our Shred Event at Carbone’s in Burnsville!

Guests enjoyed pizza, pasta, salad, and drinks while securely clearing out old paperwork. Together, we shredded and recycled a total of 14,200 pounds of paper across both events.

Thank you to everyone who joined us!

05/07/2026

The math is simple: Saving early is far more important than saving perfectly. Thanks to the power of compounding, even the smallest contributions today can grow into something massive tomorrow. Let time do the heavy lifting for you.