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Casey Marx

About Casey Marx

Casey has been recognized by Forbes Magazine as one of America’s Financial Leaders, is continually recognized as a standing member of the National Ethics Association, and is a sought-after speaker in the retirement income planning field for his unique perspective on retirement income planning solutions for baby boomers and those approaching or in retirement. Websites: caseymarx.retirevillage.com | www.crownhaven.com

Office: (317) 564-4691 | Crown Haven Wealth Advisors

Articles by Casey Marx


Casey Marx
Casey has been recognized by Forbes Magazine as one of America’s Financial Leaders, is continually recognized as a standing member of the National Ethics Association, and is a sought-after speaker in the retirement income planning field for his unique perspective on retirement income planning solutions for baby boomers and those approaching or in retirement. Websites: caseymarx.retirevillage.com | www.crownhaven.com

Office: (317) 564-4691 | Crown Haven Wealth Advisors

The Miracle Of Compound Interest

August 14, 2019/in Retirement Planning/by Casey Marx

Learn the miracle of compound interest and harvest the benefits!   We’re just past the halfway point in the year, and around this time of year I often get asked: “Casey, what is the most obvious financial mistake you see made and how can I avoid it?” So, without any further ado, here is my […]

The Rollercoaster Market And Why My Clients Are Laughing

October 16, 2018/in Annuities, Retirement Planning/by Casey Marx

U.S. stocks closed sharply lower Wednesday as the Dow Jones Industrial Average sank more than 800 points and the Standard & Poor’s Stock Index 500 had its worst day since February as technology stocks went into a freefall. Investors spooked by rising bond yields dumped equities in all sectors, triggering a wide-ranging sell-off and a […]

A Message To Your Current Broker

October 3, 2018/in Investing/by Casey Marx

From the President of Crown Haven Wealth Advisors, Casey Marx Hello Mr/Mrs. John or Jane Q risk advisor, I’m speaking to you- Because: Your clients are talking to me. They are talking to me because I provide them with something that you can’t. I provide them guarantees that they will never lose another penny due […]

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