In this episode of the Safe Haven Solutions Podcast, Larry and Rachelle Kallevig walk listeners through what it’s like to schedule and attend a first appointment at Haven Financial Group. They explain how each visit is tailored to the client’s goals, whether that means coordinating investments, Social Security, Medicare, tax planning, or insurance—all in one place. The conversation highlights efficiency, ongoing communication, and a relationship-driven approach that keeps clients informed, supported, and confident throughout retirement.

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