Does Crown Haven offer any lower-cost financial planning solutions?
Yes! By virtue of our Purpose-Based Planning, we typically save our clients on average over 50% of the fees they typically pay at their current advisory practice; all while providing even more value with our comprehensive planning approach.
Even further, for clients wishing to take advantage of Crown Haven’s collective research and expertise without the breadth of a full-service financial advisor, we offer a digital wealth management solution that allows you to take advantage of fantastic growth opportunities and downside protection with less involvement.