Haven Financial Advisors
Who We AreDirectionsNewslettersIn the NewsContact Us

 

Our Mission

Haven Advisors is committed to your future. We have been a fee only financial advisor in Austin since 2002.  We design a financial plan that includes a diversified asset allocation tailored to your personal situation.  Our principal, Louis Kokernak, is an experienced financial planner who has been helping individuals like you for more than a decade.  

The cornerstone of our life savings strategy is passive investing. Our job is to craft an asset allocation strategy for you that utilizes indexed mutual funds and exchange-traded funds. Diversification and simplicity are the hallmarks of an efficient investment portfolio.

 

Recent Activity

October 24th 2011: Added Newsletter on Bond Funds with Fixed Maturities

September 5th 2011: Added Newsletter on the National Debt

July 17th, 2011: Added Newsletter on Investing in China

November 27, 2010: Interviewed by the Wall Street Journal on Pension Distributions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

[Who We Are][Directions][Newsletters][In the News][Contact Us]

Copyright (c) 2007 Haven Financial Advisors. All rights reserved.

Louis@havenfinancial.com