Our Mission and Value Proposition

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​Haven Financial Advisors is committed to your future. We have been a fee only financial advisor since 2002. The fee only advisor sits on the same side of the table as the client. The first step in the relationship is getting to know you and what your goals are. It's a two way communications process that requires the engagement of both parties.

We develop a financial plan that includes a diversified asset allocation tailored to your personal situation. Experience tells us that the key value proposition of the plan is the comfort level it delivers to the client - that you are taking concrete steps to achieve realistic financial goals. Our principal, Louis Kokernak, is an experienced investment advisor and financial planner who has been helping individuals for nearly two decades.

The cornerstone of our life savings strategy is the investment in multiple asset classes with low cost and low turnover. We utilize products from Dimensional Fund Advisors, Vanguard, State Street, and other providers. Our investment process is transparent. There are no "black box" funds or sudden swings in risk taking. Sample portfolios are available for review. 

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Haven Financial Advisors Explains the Evolution of the HSA

Contact Info

210 Lee Barton Drive

Suite 211

Austin, TX 78704

louis@havenfinancial.com
Tel 512-791-4335
 

News

JUNE 28, 2017

Interviewed by CNBC on the use of Roth Conversions to minimize taxes in retirement. 

JUNE 6, 2017

Discussed how and why to invest in foreign equities. Webinar format.  

JANUARY 19, 2016

Interviewed in Barron's Magazine on the topic of laddered bond portfolios 

Recent Publications

May 26, 2020

Wrote an article that summarizes the poor performance of actively managed mutual funds. Also discusses the impact of the churn in mutual funds as they close or change strategy.

November 20, 2019

Wrote an article that questions the actionable information contained in the CAPE ratio and an inverted yield curve.

January 4, 2021

Wrote an article  that reviews the recent performance of Value stocks and discusses practical steps forward for portfolio managers.