Your RetireSHIELD plan will include funds allocated specifically for emergency situations.
The thing about emergencies is that we hope they never happen, but if they do, we want to be financially able to handle them, and that means we need to be liquid.
At Crown Haven, you’ll never see a disgruntled look from an advisor for having cash in the bank that’s “not invested” – or hear a sales pitch surrounding a great new idea for that cash – in fact, we’ll encourage you to have funds put aside for the explicit purpose of emergency situations.