Haven Financial Group, a fiduciary-based retirement financial planning firm, proudly celebrates its 10th anniversary and the completion of its new Education Center in Burnsville, Minnesota. Known for its personalized and holistic approach to retirement planning, the firm continues to prioritize financial education, helping clients build secure, confident futures through every stage of retirement.

Founded and led by Larry Kallevig, Haven Financial Group has grown into a trusted name in the Twin Cities area, offering a “one-stop shop” approach to financial planning. The firm’s experienced and collaborative team specializes in investments, insurance, tax planning, estate planning, and Medicare, ensuring that every client receives tailored, well-rounded financial guidance without gaps or miscommunication.

“Our mission has always been to educate first - to help individuals and families understand the complexities of retirement so they can make informed, confident decisions,” said Larry Kallevig, Founder of Haven Financial Group. “This milestone and our new Education Center reflect our continued dedication to that mission. We’re not just managing wealth; we’re helping people live well in retirement.”

The new Education Center serves as a hub for community workshops, client seminars, and financial literacy sessions designed to simplify complex topics such as Social Security timing, tax strategies, health insurance, long-term care, and Medicare. It’s part of Haven Financial Group’s commitment to empowering consumers through transparency and education - values that have been at the heart of the company since day one.

In addition to its in-person services, the firm extends its educational outreach through the Haven Financial Radio Show, hosted by Larry Kallevig, which airs every Sunday at 9 AM and 1130 am Twin Cities News Talk. The program offers practical advice, expert insights, and real-world examples of how retirees and pre-retirees can plan smarter and retire better.

For the residents of Burnsville and surrounding communities, Haven Financial Group remains a trusted destination for comprehensive retirement planning. Whether clients need assistance with tax preparation, estate planning, or investment management, the firm provides individualized solutions that align with each person’s goals and values.

To learn more about Haven Financial Group’s services, visit:

• www.havenretirement.com
• Facebook
• Instagram

About Haven Financial Group

Founded in Burnsville, Minnesota, Haven Financial Group is a fiduciary-based financial planning firm specializing in retirement, tax, investment, insurance, and estate planning. The firm’s collaborative team approach ensures that all aspects of a client’s financial life work seamlessly together. With a strong emphasis on education, integrity, and personalized service, Haven Financial Group helps clients build lasting confidence in their retirement strategies.

Media Contact
Company Name: Haven Financial Group
Contact Person: Larry Kallevig
Email: Send Email
Phone: 612-504-8400
Address:12940 Harriet Ave S Suite 102 & 105
City: Burnsville
State: MN
Country: United States
Website: www.havenretirement.com