Our Mission is to ensure our clients spend LESS time worrying about their money, and MORE time enjoying their lives. An Independent and Fiduciary team committed to providing clear, straight forward solutions. We custom-tailor each RetireSHIELD plan to reduce risk, minimize taxes, and maximize returns - for the retirement you deserve.
Casey A. Marx, RICP and his team have over 40 years combined experience in the financial services industry. As a RETIREMENT INCOME CERTIFIED PROFESSIONAL, Casey leads the team of advisors at Crown Haven specializing in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates.
Casey A. Marx, RICP and his team have over 40 years combined experience in the financial services industry. As a RETIREMENT INCOME CERTIFIED PROFESSIONAL, Casey leads the team of advisors at Crown Haven specializing in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates.
Services
Who We Are
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Since 2011, our team of independent professionals has provided fiduciary guidance for thousands of families, with total assets secured through our Trademarked RetireSHIELD process exceeding hundreds of millions of dollars. We designed our proprietary Crown Haven RetireSHIELD to mitigate and eliminate threats to your success, and identify and take advantage of opportunities so that you can live the retirement you deserve.
What We Do
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That's why in 2011, Crown Haven was founded to provide comprehensive guidance for the many needs retirees and pre-retirees face; offering independent and fiduciary planning to give you the confidence you need to step into the next act of your life. Once we know what our target is, it all comes down to using the proper tool to achieve the proper result.
Casey Marx
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Crown Haven takes great pride in providing retirement income planning solutions that people can count on to be there when they need the money the most. Our retirement income planning services integrate all aspects of our client's financial picture in a coordinated effort to provide for financial security, guaranteed and predictable income and multi- generational wealth transfer.
Gordon Campbell
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Retired Army Major after 23 years of service. Married to my beautiful wife Melissa, we have three wonderful children ages 14, 10, and 3. Native of Indiana and currently live in Zionsville, Indiana. Financial planning became my second career after retirement through my passion to help people understand the importance of planning and preparing for their future.
Attend a Free Webinar
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Crown Haven believes knowledge is power, so we regularly host informational events that are open for all to attend. Each event has a unique concentration to focus on, with the hope that we offer all attendees great value, regardless of whether they choose to partner with us at Crown Haven. Each event's atmosphere is light and engaging, this is no kind of high-pressure sales pitch.
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