Haven Financial Planning

Haven Financial Planning Haven Financial offers a personalized holistic approach to wealth management. Member FINRA/SIPC.

With almost 3 decades of financial experience, Katie Weibel offers clientele the highest degree of attention and service through a variety of financial planning services. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been rev

iewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As your child turns 18, it's vital to understand that parents lose important legal rights, especially if they're heading...
05/31/2026

As your child turns 18, it's vital to understand that parents lose important legal rights, especially if they're heading off to college. That's why families are prepping Power Packages! 📦✨ Through August 1, Haven Financial Planning is offering Powers Packages for ages 18–25 at a special price of $350 (regularly $500). Ensure your family stays prepared and protected during this crucial transition!

As your child turns 18, did you know that you may lose important legal rights? Whether they're off to college or startin...
05/30/2026

As your child turns 18, did you know that you may lose important legal rights? Whether they're off to college or starting their journey into adulthood, it's crucial to stay prepared and protected. That's why Haven Financial Planning is offering our Powers Packages for ages 18–25 at a special price of $350, down from $500, through August 1. Don't wait until it's too late!

💼✨

As your child turns 18 and heads off to college, it's essential to know that parents lose important legal rights. Don't ...
05/29/2026

As your child turns 18 and heads off to college, it's essential to know that parents lose important legal rights. Don't wait until it’s too late! Through August 1, Haven Financial Planning is offering our Powers Packages for young adults ages 18–25 for just $350 (regularly $500). Ensure your family is prepared and protected during this transitional time.

👉 Act now to secure peace of mind!

🏫📚🛡️

05/29/2026

As families gear up for college shopping, don’t overlook an essential aspect: legal preparation! 🎓 Once your child turns 18, parents lose important legal rights, even if they're just a few states away. To help families stay prepared and protected, Haven Financial Planning is offering Powers Packages for ages 18–25 at a special price of $350 (regularly $500) through August 1. Ensure peace of mind and safeguard your family’s future!

🎓✨ Important Legal Documents Every Student Should Have! ✨🎓 As your child turns 18 and heads off to college, it's crucial...
05/28/2026

🎓✨ Important Legal Documents Every Student Should Have! ✨🎓

As your child turns 18 and heads off to college, it's crucial to ensure they have the right legal protections in place. Here are 4 essential documents every student should consider:

1️⃣ Power of Attorney (POA)
2️⃣ Healthcare Proxy
3️⃣ HIPAA Authorization
4️⃣ Statement of Wishes

Parents lose important legal rights once their child turns 18, even if they're away at college. To help families stay prepared and protected, Haven Financial Planning is offering Powers Packages for ages 18–25 at a special price of $350 (regularly $500) through August 1.

Don’t wait—secure peace of mind for you and your young adult today! 🌟

05/27/2026

📣 Attention Parents of College Students! 🎓

Did you know that once your child turns 18, you may lose important legal rights, including access to medical updates while they're away at college? Don't leave your family's future to chance!

Through August 1, Haven Financial Planning is offering our Powers Packages for ages 18–25 for just $350 (regularly $500). This essential plan ensures you're prepared and protected, no matter what happens.

Secure peace of mind today!

You don’t need a perfect financial plan.You need a clear one.Financial confidence rarely comes from perfection. It comes...
05/27/2026

You don’t need a perfect financial plan.
You need a clear one.

Financial confidence rarely comes from perfection. It comes from understanding where you stand, where you want to go, and having a plan that supports the life you’re building.

Clarity creates confidence.

05/26/2026

Did you know that once your child turns 18, you lose important legal rights regarding their finances and decisions? 😱 This can be a shock for many parents, especially if their child is away at college!

To help families stay prepared and protected, Haven Financial Planning is offering Powers Packages for ages 18–25 at a special price of $350 (regularly $500) through August 1. Don't wait until it's too late—ensure your young adult has the necessary support in place!

05/25/2026
05/23/2026

Financial peace of mind looks different for everyone.

For some people, it means feeling more organized.
For others, it means protecting their family, planning ahead, or simply feeling less stressed about the future.

There’s no one-size-fits-all approach to financial planning because every life, every family, and every goal is different.

The important thing is having a plan that supports the life you want to build.

Address

8469 Sheridan Drive
Williamsville, NY
14221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17164581900

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