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Robert (Bob) Havern

Financial Advisor

CFP®

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Education

Graduate of University of Michigan Ann Arbor

Hobbies

Working Out
traveling
Meeting People
Attending Church Services
Reading

Affiliations & Memberships

Member Christ Our Light Church
Certified Financial Planner

Community Involvement

Donate regularly to charitable organizations, also have helped church as Liturgical Minister
also have worked to Helped Wayne State University Planned Giving

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Business Succession Planning
  • Estate Planning
  • Retirement Income Planning
  • Charitable Giving
  • Risk Management Strategies
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Group Benefits
  • Retirement Strategies
  • Financial Education

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck