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Our Services

As a comprehensive, independent financial services firm, Stonehaven Financial Group specializes in customizing plans for your unique tax planning, estate planning, risk management and asset management needs. We focus our attention on helping protect your assets and reduce your tax burden. In creating your road map for financial security and independence, we strive to set up efficient investment processes-rather than chasing the market and trying to hit financial home runs.

There are a wide array of financial services, products and strategies that are part of the wealth manager’s tool kit to help you reach your goals. We leverage our network of financial professionals to present you with an extensive menu of services covering a range of areas. Some of these include:


  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Risk Management


  • Asset Protection
  • Wealth Transfer
  • Life Insurance Analysis
  • Long Term Care

Financial Planning

  • Tax Planning
  • Estate Planning
  • Business Succession Planning
  • Retirement Planning
  • Investment Planning
  • Charitable Planning