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Home > Financial Planner Directory > Massachusetts > Wilbraham > Richard D. Havican, CLU, ChFC, CFP®
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Richard D. Havican, CLU, ChFC, CFP®

Havican Wealth Strategies

95 Post Office Park
Suite 9503
Wilbraham, MA 01095
Phone: (413) 596-8803
Fax: (815) 361-9219

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.