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    Joe Steadman

    IAR  (706) 361-8663 joe@havenpointwealth.com

    Biography

    The core of what makes me tick started in the Army. Being married to an Army officer and years of military service taught me the fine arts of discipline, precision and planning. Those same traits served me well years later while I served as a police officer in Michigan; Order, contingency planning, the ability to look ahead, while keeping an eye on my back, the discipline to follow a process. That’s how financial planning works, being prepared for what life serves up – and ready to act when it matters.
    After earning my MBA and the full slate of financial and insurance licenses, I quickly built a successful business with a prestigious financial planning group in Atlanta. Each phase of my career has served a purpose. And I’m happy to say; I’ve found my passion.
    I created Haven Point Wealth because it allows me to focus on real folks just like my wife and me. Hard working individuals who want to set a plan in place to make their money work for them. It starts with a comprehensive budget and a savings plan to help prepare and navigate for the future – but prepared to deal with the unexpected. Today we’re proud parents of six beautiful children – and yes, we were ready for them. And we’re ready to serve you too.
    All written content on this site is for information purposes only. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Herrington Financial Services, Inc. dba Haven Point Wealth a Registered Investment Advisor in the State of Georgia. Being registered as a registered investment adviser does not imply a certain level of skill or training.

    Financial Coach and Advisor.