Havican Wealth Strategies

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Financial Planning Consultants, Accounting Services, Financial Planners

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Tomorrow: 9:00 am - 5:00 pm

54 Years

in Business

(413) 596-8803Call Visit WebsiteVisit Website Map & DirectionsDirections95 Post Office Park Ste 9503Wilbraham, MA 01095 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Wilbraham with Financial Planning Consultants

Indian Orchard (5 miles)
Ludlow (6 miles)
Hampden (9 miles)
East Longmeadow (12 miles)
Palmer (12 miles)
Monson (13 miles)
Springfield (13 miles)
Chicopee (14 miles)
Belchertown (14 miles)
Granby (14 miles)

More Info

Email

Extra Phones

Phone: (413) 350-0032

TollFree: (866) 284-9012

Payment method

cash, amex, discover, master card, visa

AKA

Havican, Richard D financial planner

Richard D Havican

Richard D Havican Financial Planner

Other Links

http://www.havicanwealthstrategies.com

https://www.havicanwealthstrategies.com/calculators

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (413) 596-8803

Address: 95 Post Office Park Ste 9503, Wilbraham, MA 01095

Website: http://www.havicanwealthstrategies.com

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Havican Wealth Strategies

Tax Planning
Charitable Giving
Advanced planning addresses the four primary financial concerns beyond investment consulting: wealth enhancement, wealth transfer, wealth protection and charitable giving.
Estate Taxes
Tax Services
Income Tax

Investment Management
In the Investment Planning Meeting we use information collected at the Discovery Meeting to present a thoughtful diagnostic analysis of the family’s present situation and an investing plan for achieving both short and long term financial goals.
Wealth Management
A consultative process enables us to uncover your deepest needs, values and goals, to design a long-range wealth management strategy to meet those concerns effectively. We strive to build a strong relationship with you to ensure that our advisory services will continue to add value over time as personal and world events change. The wealth management process unfolds over a series of meetings.

Accounting Services
Payroll Services

Financial Planning
We strive to provide a better wealth experience to our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Asset Management
David is a wealth manager and financial advisor at Havican Wealth Strategies, Inc. After a 20 year career as a design architect working with enterprise asset management solutions, most recently with IBM, he teamed up with his father as a full partner in the practice. David combines his professional knowledge with each individual client’s needs in order to build, manage and protect their wealth and livelihoods. He holds his FINRA Series 7 (General Securities Representative), Series 66 (Investment Adviser Representative) and Series 24 (Registered Principle) registrations.
Gifting Strategies
Our consultative Wealth Management Process addresses your advanced planning needs by coordinating with a team of specialized professionals. We oversee the entire process to ensure our clients assets are: enhanced with proper tax strategies, protected by risk management strategies, preserved through legacy planning, and provided a greater impact through charitable gifting strategies. Learn More
College Funding
Asset Protection
Helping to ensure that assets are not unjustly taken. Asset protection strategies aim to protect your wealth against extended health care needs, potential liability issues, and other privacy or security concerns you might have.

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