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.

Estate planning is more than just about money—it’s about securing your legacy and ensuring your loved ones are taken car...
06/21/2026

Estate planning is more than just about money—it’s about securing your legacy and ensuring your loved ones are taken care of. It involves making thoughtful decisions about how your assets will be managed and distributed, but it also encompasses the values and beliefs you wish to pass on to future generations. At Haven Financial Planning, we understand that each individual and family has unique needs and aspirations. Our goal is to help level the playing field for you, providing personalized guidance throughout the estate planning process. Together, we will create a plan that truly reflects your values and wishes, empowering you to leave a lasting impact on those you love. 🌟💼

06/20/2026

Estate Planning is something that can be amazing if done right! 💼✨ Having a solid financial plan can set you up for success and ensure your loved ones are taken care of. Don’t wait until it’s too late—start planning today with Haven Financial!

🌟 4 Signs You Need a Financial Plan 🌟1️⃣ Major Life Changes: Whether it's a new job, marriage, or buying a home, these m...
06/19/2026

🌟 4 Signs You Need a Financial Plan 🌟

1️⃣ Major Life Changes: Whether it's a new job, marriage, or buying a home, these milestones can impact your finances significantly. Are you prepared?

2️⃣ Having Your Plan: Do you have a clear financial roadmap? If not, it's time to create one to guide your decisions!

3️⃣ Investment Strategy: Are your investments aligned with your goals? A solid strategy is essential for growth and security.

4️⃣ Being on Track at Haven Financial Planning: Regular check-ins with your financial plan can help you stay on course and adjust as needed.

Don't wait for the perfect moment—start planning today! 💰✨

06/18/2026

Investing shouldn't feel confusing or overwhelming! 💰 You deserve to understand how to use your money effectively. At Haven Financial Planning, we're here to help you navigate the investment landscape with confidence and clarity. Let’s make your financial future bright! 🌟

Looking for a fresh perspective on your financial plan? 🌱 At Haven Financial Planning, we understand that each individua...
06/17/2026

Looking for a fresh perspective on your financial plan? 🌱 At Haven Financial Planning, we understand that each individual's financial journey is unique. Our dedicated team of experts is here to offer personalized insights tailored to your specific needs and goals. Whether you're saving for retirement, planning for a major purchase, or looking to invest wisely, we have the tools and knowledge to help you navigate the complexities of personal finance.

With our comprehensive approach, we empower you to make informed decisions that pave the way for your financial success. Let us help you navigate your financial future with confidence! 💼🌟

Planning reduces financial stress! 💰✨ At Haven Financial, we understand that navigating your financial future can be ove...
06/17/2026

Planning reduces financial stress! 💰✨ At Haven Financial, we understand that navigating your financial future can be overwhelming. That's why we’re here to help you create a comprehensive financial plan tailored just for you. Whether you're saving for a big purchase, investing for retirement, or simply looking to manage your expenses better, we've got the expertise to guide you every step of the way.

Don't let uncertainty hold you back—let's work together to develop a strategy that aligns with your goals and secures your future. Your peace of mind is our priority! Don't wait—schedule a consultation today, and let’s get started on crafting a personalized financial roadmap that paves the way to your success.

06/16/2026

🌟 Planning creates financial safety! 🌟 At Haven Financial Planning, we understand that every stage of life requires a different approach to financial planning. Whether you're just starting your career, raising a family, or preparing for retirement, we're here to help you find the right plan tailored to your unique needs. Let's secure your financial future together! 💰✨

You can't improve financial wellness if you don't measure it! 📊 At Haven Financial Planning, we believe that understandi...
06/13/2026

You can't improve financial wellness if you don't measure it! 📊 At Haven Financial Planning, we believe that understanding where you stand financially is crucial to making informed decisions. Measuring your financial wellness involves assessing various aspects such as your savings, debts, investments, and future goals. It’s not just about tracking your expenses; it’s about creating a comprehensive view of your financial landscape. With our expert guidance, we’ll help you identify areas for improvement and develop a personalized plan that aligns with your aspirations. Let’s take the first step together towards a brighter financial future! 💰✨

06/13/2026

💪 Just like we focus on physical fitness to enhance our overall wellness, financial fitness is equally important! When you’re financially strong, you’re truly thriving. 💰✨ Haven Financial can help you achieve that strength and create a path to your financial wellness. Let’s embark on this journey together!

5 Things Every Family Should Know for Financial Security! 💡1️⃣ Monthly Income: Understand what comes in each month. 2️⃣...
06/12/2026

5 Things Every Family Should Know for Financial Security! 💡

1️⃣ Monthly Income: Understand what comes in each month.
2️⃣ Monthly Spending: Track your expenses to stay on budget.
3️⃣ Emergency Fund: Have savings set aside for unexpected situations.
4️⃣ Retirement Savings: Plan for your future and enjoy peace of mind.
5️⃣ Afterlife Planning: Ensure your loved ones are taken care of.

Haven Financial can help you with all these! Let’s secure your family’s financial future together. 💪💰

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

Website

Alerts

Be the first to know and let us send you an email when Haven Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Haven Financial Planning:

Shortcuts

Featured

Share

Category