Our Mission and Value Proposition

 

 

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​Haven Financial Advisors is committed to your future. We have been a fee only financial advisor since 2002. The fee only advisor sits on the same side of the table as the client. The first step in the relationship is getting to know you and what your goals are. It's a two way communications process that requires the engagement of both parties.

We develop a financial plan that includes a diversified asset allocation tailored to your personal situation. Experience tells us that the key value proposition of the plan is the comfort level it delivers to the client - that you are taking concrete steps to achieve realistic financial goals. Our principal, Louis Kokernak, is an experienced investment advisor and financial planner who has been helping individuals for nearly two decades.

The cornerstone of our life savings strategy is the investment in multiple asset classes with low cost and low turnover. We utilize products from Dimensional Fund Advisors, Vanguard, State Street, and other providers. Our investment process is transparent. There are no "black box" funds or sudden swings in risk taking. Sample portfolios are available for review. 

 

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