El Paso, Texas.
(915) 274-4938
At Havenstone Financial, our primary focus is YOU. We understand that your family is your most valuable asset and that your efforts revolve around securing their future and well-being. With our plan-based approach, we work together to achieve better financial outcomes and safeguard everything you’ve worked hard for.
Whether personal or business, we specialize in aligning budgets and goals to ensure lasting success. For businesses, we go beyond the numbers, analyzing operations and strategies to help you maximize revenue and drive sales growth.
Our commitment is simple: there are never any fees, and we will never steer you toward products or paths that aren’t in your best interest. At Havenstone Financial, we succeed when you do.
What We Do
OUR TEAM
When great minds gather, great things happen. Havenstone Financial was born from the idea of working together with the client in mind. With diverse backgrounds and different areas of expertise, the best team will always be by your side. Our belief in the power of planning, saving, protecting, and investing, goes deep and is embedded in our mission. We work with many companies to meet your needs and set you on the path that is right for you.
WE ARE HERE TO HELP
Protection
Life. Business. Final Expenses. High Risk.
We can help you in all and any facet when it comes to protecting what is important to you. Our products can also generate a cash savings while protecting your business and/or loved ones.
Investments
Already have a strong foundation on your financial pyramid? We can guide you on how and where you can take educated risks to complement your financial goals. New tools make the market available to anyone.
Business Owner? We can take your business to the next level!
Annuities
Annuities can offer optional benefits that may give you the opportunity for a tailored retirement strategy. Think about what you want your retirement investment to do for you.
401k rollovers? Yes we can!
Family Budgets
Family vacations, building your own backyard oasis, or budgeting to remodel and improve your home are all attainable with the right guidance. Pulling experts into the process saves time and money, and ensures that your plans are designed around your unique needs and preferences.
Employee Benefits
We can help you offer a comprehensive portfolio of supplemental health and life insurance products to your employees. Voluntary benefits will help your employees create better financial futures.
Business Analysis
Tailored business solutions designed to identify growth opportunities and enhance your sales performance are the key to success. By evaluating your operations, customer trends, and market dynamics, we provide actionable insights and strategies to maximize revenue and drive your business forward.