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SERVICES

We offer a wide spectrum of products and services to help you set a course towards achieving your goals. Our approach in working with clients is straight forward. We achieve this by developing a strategy that aligns with your objectives, implement the strategy to address both short and long term objectives and regularly review with you, making sure that the strategy stays on track as life events take place.

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Strategy

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When we first meet, our initial  step is to identify and to establish goals and needs. We do this by completing a thorough fact find and then develop a strategy to accomplish the goals.

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Implementation Planning
Implementation

 

Building upon the strategy we defined, we use planning software and hypothetical illustrations to create potential scenarios for achieving your overall investment goals. We review these scenarios with you and select the one that addresses your needs while also meeting your risk tolerance.

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Business Meeting
Review

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When changes occur, it is important to review and ensure unexpected events will not derail.  On a regular basis, we will set up a review meeting with you. This becomes our opportunity to check your financial health and make modifications or stay the course.  

Cheerful Seniors

Retirement Planning

  • 403(b)

  • 457(b)

  • 401(k)

  • SIMPLE

  • SEP

  • IRA/Roth IRA

Analysing Data

Wealth accumulation

  • Mutual Funds

  • Advisory Accounts

  • Variable Annuities

  • Fixed Annuities

  • College Planning

  • Brokerage

Businessmen with Umbrellas

Risk Management

  • Life Insurance

  • Disability Insurance

  • Long-Term Care

  • Property & Casualty

Mail

PO Box 8163

Cherry Hill, NJ 08002

Contact Information

Randy Warren:         (856) 297-4184

Maureen Zukosky:   (215) 486-4252

Fax Number:             (732) 391-4284 

Contact

info@rockhavenwealth.com

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. RockHaven Wealth Management and GWN Securities, Inc. are separate companies.

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PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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