Safe Haven Wealth Management

"Excellent presentation at WCC regarding “Tax Efficient Retirement Strategies ” ! Brian covered a lot of informative points and various subjects which was most helpful in a birds eye view of the whole picture. Our follow up meeting reviewed more details and specific questions and if any "tweaking could be done". Love that! I so appreciate his time in reviewing our portfolio and calming any concerns we may have had on our investments."

"Brian is fantastic to work with. He took as much time as we needed to explain everything and offer different plans to secure our financial future. Highly recommended his service."

"I have 2 financial advisors, and Brian is much more detailed in his explanations while understanding that as a senior I am cautious when it comes to my investments. He is quite a people person as well as very knowledgeable. I would absolutely endorse Brian."

"My wife and I took Safe Haven’s “Maximizing Social Security” class at a local Community College in the Spring of 2020. Brian’s presentation was very informative and was presented in a manner that was actually understandable. We followed up with Brian at his office in Wyandotte where we got to know him better and found he actually listened to our concerns about our retiring and helped us build a plan that we could embrace! We previously had been with a wealth management company that thought that our goals should be the same as their goals of making money which they did but, unfortunately they lost it just as quickly which made the thought of retirement a nightmare. Both my wife and I are now retired and feel very grateful that we found a “Safe Haven” with the help of Brian Teets to navigate through our retirement!"

"My husband and I are nearing retirement. We were anxious, unsure if we were financially prepared for retirement and unfamiliar with the entire process. Brian, at Safe Haven, came highly recommended ... and now we know why. Brian was so very helpful and answered all of our questions. He made us feel at ease and respected. Brian is incredibly professional and clearly takes pride in his work, while remaining very personable. After meeting with Brian, we are now LOOKING FORWARD TO OUR RETIREMENT :) :) with excitement and assurance, knowing we have Brian to help us along the way. We highly recommend Safe Haven Wealth Management!"