{"id":6761,"date":"2019-04-25T15:28:00","date_gmt":"2019-04-25T19:28:00","guid":{"rendered":"https:\/\/bluehavencapital.com\/?page_id=6761"},"modified":"2020-10-07T22:14:23","modified_gmt":"2020-10-08T02:14:23","slug":"services","status":"publish","type":"page","link":"https:\/\/bluehavencapital.com\/services\/","title":{"rendered":"Services"},"content":{"rendered":"[vc_row type=&#8221;full_width_content&#8221; full_screen_row_position=&#8221;middle&#8221; bg_image=&#8221;6728&#8243; bg_position=&#8221;left top&#8221; bg_repeat=&#8221;no-repeat&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;light&#8221; text_align=&#8221;left&#8221; disable_element=&#8221;yes&#8221; enable_gradient=&#8221;true&#8221; color_overlay=&#8221;#585b64&#8243; color_overlay_2=&#8221;#2c2f38&#8243; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.8&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column centered_text=&#8221;true&#8221; column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;top-bottom&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text css=&#8221;.vc_custom_1556624951113{border-top-width: 1px !important;padding-top: 20% !important;padding-right: 10% !important;padding-left: 10% !important;border-top-color: rgba(255,255,255,0.11) !important;border-top-style: solid !important;}&#8221;]\n<h2>Focus on your family, we\u2019ll focus on your investments.<\/h2>\n[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1556626787768{padding-top: 50px !important;padding-bottom: 10% !important;}&#8221;]<a class=\"nectar-button large see-through-2 has-icon\" target=\"_blank\" href=\"#ourservices\" data-color-override=\"false\" data-hover-color-override=\"false\" data-hover-text-color-override=\"#fff\"><span>Learn More<\/span><i class=\"icon-button-arrow\"><\/i><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;center&#8221; bottom_padding=&#8221;2%&#8221; id=&#8221;ourservices&#8221; overlay_strength=&#8221;0.3&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;padding-2-percent&#8221; column_padding_position=&#8221;right&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; top_margin=&#8221;-50&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text css=&#8221;.vc_custom_1602123261383{padding-top: 10% !important;}&#8221;]\n<h2>We manage your investments so that<br \/>\nyou don\u2019t have to.<\/h2>\n[\/vc_column_text][vc_column_text]Studies show that people who work with investment managers achieve a higher rate of return than those who don\u2019t. But finding a manager you can trust isn\u2019t easy. We take pride in getting to know our clients. Whether you\u2019re looking to preserve your wealth, grow your wealth, or just getting started, we can help.[\/vc_column_text][vc_row_inner column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221; css=&#8221;.vc_custom_1504187365562{margin-bottom: 2% !important;}&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221; column_link=&#8221;#invest&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Monitor-Analytics&#8221; min_height=&#8221;200&#8243; link_url=&#8221;#invest&#8221;]\n<h3>Investment Management<\/h3>\n<p>Customized to your needs, we never group you into a one size fits all methodology[\/fancy_box][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Summer&#8221; min_height=&#8221;200&#8243; link_url=&#8221;#planning&#8221;]\n<h3>Retirement Planning<\/h3>\n<p>Longer life expectancy and higher cost of living requires a sound retirement plan[\/fancy_box][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Shop-2&#8243; min_height=&#8221;200&#8243; link_url=&#8221;#smallbiz&#8221;]\n<h3>Small Business<\/h3>\n<p>Lower your tax bill and diversify your assets with our small business retirement solutions[\/fancy_box][\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221;][vc_column_inner column_padding=&#8221;padding-1-percent&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Student-Male&#8221; min_height=&#8221;200&#8243; link_url=&#8221;#college&#8221;]\n<h3>College Savings<\/h3>\n<p>Give the gift of a debt-free education, and qualify for tax deductions[\/fancy_box][\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-1-percent&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Duplicate-Layer&#8221; min_height=&#8221;200&#8243; link_url=&#8221;#ira&#8221;]\n<h3>IRA\/401K Rollover<\/h3>\n<p>If you\u2019re no longer at your old job then your money shouldn\u2019t be either[\/fancy_box][\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/3&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][fancy_box box_style=&#8221;color_box_hover&#8221; icon_family=&#8221;iconsmind&#8221; color=&#8221;extra-color-gradient-2&#8243; box_alignment=&#8221;center&#8221; icon_iconsmind=&#8221;iconsmind-Pricing&#8221; min_height=&#8221;200&#8243; link_url=&#8221;#budget&#8221;]\n<h3>Budgeting<\/h3>\n<p>Our customized budget plans can help you build up savings or crush debt[\/fancy_box][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; overlay_strength=&#8221;0.3&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column centered_text=&#8221;true&#8221; column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; bottom_margin=&#8221;-6%&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_row_inner column_margin=&#8221;default&#8221; bottom_padding=&#8221;60&#8243; text_align=&#8221;left&#8221; el_id=&#8221;team&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_custom_heading text=&#8221;Tell us more about you so we can get started today!&#8221; font_container=&#8221;tag:h3|text_align:center&#8221; use_theme_fonts=&#8221;yes&#8221;]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"margin-top: 20px; width: 40px; height: 2px; margin-bottom: 20px;\" data-width=\"40\" data-animate=\"yes\" data-animation-delay=\"\" data-color=\"accent-color\" class=\"divider-small-border\"><\/div><\/div>[vc_column_text max_width=&#8221;650&#8243;]We offer a free consultation to learn more about what you need and if our firm can be of any assistance. We\u2019re available in person, by phone, or online.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][nectar_btn size=&#8221;large&#8221; open_new_tab=&#8221;true&#8221; button_style=&#8221;see-through&#8221; button_color_2=&#8221;Accent-Color&#8221; icon_family=&#8221;none&#8221; url=&#8221;https:\/\/calendly.com\/bluehavencapital\/30min&#8221; text=&#8221;Book an Appointment&#8221;]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 250px;\" class=\"divider\"><\/div><\/div>[\/vc_column][\/vc_row][vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; bg_image=&#8221;https:\/\/source.unsplash.com\/1500&#215;800\/daily\/?city&#8221; bg_position=&#8221;left center&#8221; bg_repeat=&#8221;no-repeat&#8221; parallax_bg=&#8221;true&#8221; parallax_bg_speed=&#8221;fast&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; top_padding=&#8221;4%&#8221; bottom_padding=&#8221;2%&#8221; id=&#8221;invest&#8221; color_overlay=&#8221;#fff3ef&#8221; overlay_strength=&#8221;1&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_row_inner column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text css=&#8221;.vc_custom_1555887784015{margin-top: 40px !important;margin-bottom: 5px !important;}&#8221;]\n<h5>Investment management<\/h5>\n[\/vc_column_text][nectar_highlighted_text highlight_color=&#8221;rgba(52,82,255,0.33)&#8221; style=&#8221;half_text&#8221;]\n<h2>We invest your assets for you in accordance with your risk tolerance and investment objectives.<\/h2>\n[\/nectar_highlighted_text][vc_column_text css=&#8221;.vc_custom_1558459889113{margin-top: 30px !important;margin-bottom: 30px !important;}&#8221;]We know that a 10% drop in the market may be a setback for one person but an opportunity for someone else. That\u2019s why each client\u2019s assets are uniquely invested based on the needs of the specific client.<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Every portfolio is carefully planned individually<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Portfolios are rebalanced monthly or quarterly to stay in line with objectives<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Invest for growth, income, or take a balanced approach<\/span><\/li>\n<li>Over 10 different account types: Individual, IRA, Joint, Custodial, Trust, 401K and more<\/li>\n<\/ul>\n[\/vc_column_text]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 40px;\" class=\"divider\"><\/div><\/div>[\/vc_column_inner][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 40px;\" class=\"divider\"><\/div><\/div><div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"5px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"724\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/mommy_daddy_and_baby_F56ES.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/mommy_daddy_and_baby_F56ES.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/mommy_daddy_and_baby_F56ES-300x181.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/mommy_daddy_and_baby_F56ES-768x463.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/mommy_daddy_and_baby_F56ES-1024x618.jpg 1024w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div><div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 40px;\" class=\"divider\"><\/div><\/div>[vc_column_text css=&#8221;.vc_custom_1558459872360{padding-right: 10% !important;}&#8221;]<span style=\"font-weight: 400;\">All clients have access to our full suite of financial advice, at no extra cost<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Long term planning<\/span><\/li>\n<li>Wealth transitions<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tax analysis<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">401K planning<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Budgeting and debt consolidation<\/span><\/li>\n<li style=\"font-weight: 400;\">Real estate analysis<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221; el_id=&#8221;team&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 40px;\" class=\"divider\"><\/div><\/div>[vc_custom_heading text=&#8221;Our office hours are when you need us&#8221; font_container=&#8221;tag:h3|text_align:center&#8221; use_theme_fonts=&#8221;yes&#8221;]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"margin-top: 20px; width: 40px; height: 2px; margin-bottom: 20px;\" data-width=\"40\" data-animate=\"yes\" data-animation-delay=\"\" data-color=\"accent-color\" class=\"divider-small-border\"><\/div><\/div>[vc_column_text max_width=&#8221;650&#8243;]We respond to all calls, texts, and emails as soon as we get them, no matter what time of day. And we\u2019re available for meetings as often as you\u2019d like, all at no extra cost to you.[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1556626842788{padding-bottom: 10% !important;}&#8221;]<a class=\"nectar-button large see-through-2 has-icon\" target=\"_blank\" href=\"https:\/\/calendly.com\/bluehavencapital\/30min\" data-color-override=\"false\" data-hover-color-override=\"false\" data-hover-text-color-override=\"#fff\"><span>Let's Meet<\/span><i class=\"icon-button-arrow\"><\/i><\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=&#8221;full_width_content&#8221; full_screen_row_position=&#8221;middle&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; top_padding=&#8221;4%&#8221; bottom_padding=&#8221;2%&#8221; id=&#8221;single-product-layouts&#8221; overlay_strength=&#8221;0.3&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_row_inner equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221; el_id=&#8221;planning&#8221;][vc_column_inner column_padding=&#8221;padding-8-percent&#8221; column_padding_position=&#8221;left-right&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3>Retirement Planning<\/h3>\n[\/vc_column_text][vc_column_text max_width=&#8221;550&#8243;]You\u2019ve worked your whole life to save for retirement, now the goal is to make sure your savings will last another 30 years. We\u2019ll assess how much you can draw from your savings each year, while still being able to generate passive income through bonds and other safe investment strategies.<\/p>\n<p>Not ready to retire? Or maybe you\u2019re a young professional looking ahead. Either way, having a retirement plan for the future, both near and far, are the keys to a stress-free retirement and better life.[\/vc_column_text][\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-5-percent&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"5px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"801\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS-300x200.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS-768x513.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS-1024x684.jpg 1024w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/together_pensioner_h_BNMbS-900x600.jpg 900w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; column_margin=&#8221;default&#8221; bottom_padding=&#8221;40&#8243; text_align=&#8221;left&#8221; el_id=&#8221;smallbiz&#8221;][vc_column_inner column_padding=&#8221;padding-5-percent&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"5px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"800\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn-300x200.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn-768x512.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn-1024x683.jpg 1024w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/beautiful_latina_gir_gjrCn-900x600.jpg 900w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div>[\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-8-percent&#8221; column_padding_position=&#8221;left-right&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3>Small Business<\/h3>\n[\/vc_column_text][vc_column_text max_width=&#8221;550&#8243;]<span style=\"font-weight: 400;\">We can help your small business save money on taxes and grow your assets. Some small business owners are eligible for more than $50,000 in deductions if they open the right retirement account.<br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Two most popular accounts for small business owners: <\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">SEP IRA<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Solo 401(K)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">As small business owners ourselves, we know the challenges small business owners face. Do you know how a slow down in the economy would impact your business? Diversifying your business income is one of the best ways to defend yourself against a potential economic downturn. <\/span>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; column_margin=&#8221;default&#8221; bottom_padding=&#8221;40&#8243; text_align=&#8221;left&#8221; el_id=&#8221;college&#8221;][vc_column_inner column_padding=&#8221;padding-8-percent&#8221; column_padding_position=&#8221;left-right&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3>College Savings<\/h3>\n[\/vc_column_text][vc_column_text max_width=&#8221;550&#8243;]<span style=\"font-weight: 400;\">The cost of college keeps rising and students are graduating with more debt than ever before. Give the gift of a debt free education by contributing to a college savings account for someone you care about. The best way to help is to start as early in their life as possible. <\/span><\/p>\n<p>The 3 most popular college savings accounts are 529 plans, Coverdell accounts, or Custodial account. Some offer tax advantages, others offer greater flexibility. We can help determine which one is best for you.<br \/>\n[\/vc_column_text][\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-5-percent&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"5px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"801\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm-300x200.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm-768x513.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm-1024x684.jpg 1024w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/grandpa_and_grandson_UxFfm-900x600.jpg 900w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; column_margin=&#8221;default&#8221; bottom_padding=&#8221;40&#8243; text_align=&#8221;left&#8221; el_id=&#8221;ira&#8221;][vc_column_inner column_padding=&#8221;padding-5-percent&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"10px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"800\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8-300x200.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8-768x512.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8-1024x683.jpg 1024w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/business_meeting_in__QCXh8-900x600.jpg 900w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div>[\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-8-percent&#8221; column_padding_position=&#8221;left-right&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3>IRA Rollover\/\/401K Rollover<\/h3>\n[\/vc_column_text][vc_column_text max_width=&#8221;550&#8243;]<span style=\"font-weight: 400;\">\u00a0Do you still have money sitting in an old 401k from a previous employer? If you\u2019re not at your old company, your money shouldn\u2019t be either. Here\u2019s our top 3 reasons why you should rollover your 401k to an IRA account:<\/span><\/p>\n<p style=\"text-align: left;\"><strong>More investment options<\/strong><br \/>\nIRA\u2019s typically have more investment options than your 401k<\/p>\n<p style=\"text-align: left;\"><strong>Investment oversight<\/strong><br \/>\nWho\u2019s watching your money in your 401k and making sure it\u2019s being invested wisely? No one.<\/p>\n<p style=\"text-align: left;\"><strong>Tax-free<\/strong><br \/>\nRolling over your 401k into an IRA account doesn\u2019t trigger any taxes.<\/p>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; column_margin=&#8221;default&#8221; text_align=&#8221;left&#8221; el_id=&#8221;budget&#8221;][vc_column_inner column_padding=&#8221;padding-8-percent&#8221; column_padding_position=&#8221;left-right&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_column_text]\n<h3>Budgeting<\/h3>\n[\/vc_column_text][vc_column_text max_width=&#8221;550&#8243;]<span style=\"font-weight: 400;\">No one can grow their wealth without having their finances in order first. There are plenty of ways we help our clients identify how their budget impacts their financial goals. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our budget solutions can help you:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Crush or consolidate debt<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Identify monthly savings<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Prepare for a home purchase<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Set aside money for taxes<\/span><\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column_inner][vc_column_inner column_padding=&#8221;padding-5-percent&#8221; column_padding_position=&#8221;all&#8221; centered_text=&#8221;true&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;]<div class=\"img-with-aniamtion-wrap \" data-max-width=\"100%\" data-border-radius=\"5px\"><div class=\"inner\"><img data-shadow=\"x_large_depth\" data-shadow-direction=\"middle\" class=\"img-with-animation skip-lazy \" data-delay=\"0\" height=\"801\" width=\"1200\"  data-animation=\"fade-in\" src=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX.jpg\" srcset=\"https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX.jpg 1200w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX-300x200.jpg 300w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX-768x513.jpg 768w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX-1024x684.jpg 1024w, https:\/\/bluehavencapital.com\/wp-content\/uploads\/2019\/04\/monthly_budget_plann_XOWTX-900x600.jpg 900w\" sizes=\"100vw\" alt=\"\" \/><\/div><\/div>[\/vc_column_inner][\/vc_row_inner]<div class=\"divider-wrap\" data-alignment=\"default\"><div style=\"height: 40px;\" class=\"divider\"><\/div><\/div>[\/vc_column][\/vc_row][vc_row type=&#8221;full_width_background&#8221; full_screen_row_position=&#8221;middle&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; bg_image=&#8221;6511&#8243; bg_position=&#8221;center center&#8221; bg_repeat=&#8221;no-repeat&#8221; bg_color=&#8221;#ffffff&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;light&#8221; text_align=&#8221;left&#8221; top_padding=&#8221;80&#8243; bottom_padding=&#8221;80&#8243; color_overlay=&#8221;#1a3057&#8243; overlay_strength=&#8221;0.95&#8243; shape_divider_position=&#8221;bottom&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;5\/12&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;center&#8221; phone_text_alignment=&#8221;center&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][nectar_highlighted_text highlight_color=&#8221;#ff1053&#8243; style=&#8221;half_text&#8221;]\n<h3>Schedule a <em>free consultation<\/em> and see how we can help you achieve your financial goals.<\/h3>\n[\/nectar_highlighted_text][\/vc_column][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;1\/12&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;center&#8221; phone_text_alignment=&#8221;center&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][\/vc_column][vc_column column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_link_target=&#8221;_self&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; width=&#8221;1\/2&#8243; tablet_width_inherit=&#8221;default&#8221; tablet_text_alignment=&#8221;center&#8221; phone_text_alignment=&#8221;center&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_row_inner column_margin=&#8221;default&#8221; text_align=&#8221;right&#8221;][vc_column_inner column_padding=&#8221;no-extra-padding&#8221; column_padding_position=&#8221;all&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][nectar_btn size=&#8221;jumbo&#8221; open_new_tab=&#8221;true&#8221; button_style=&#8221;see-through-2&#8243; 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