Casey Marx Safe Money Radio Show: Get Safe!
Casey A. Marx is the founder of Crown Haven Wealth Advisors, a retirement income planning and asset protection specialty firm located in charming Carmel, Indiana.
A trailblazer, Casey has been recognized by Forbes Magazine as one of America’s Financial Leaders, is continually known 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.
As host of Indiana’s #1 retirement income planning show Smart Money w/Casey Marx, Casey enjoys guiding Hoisers with their future retirement goals. Casey is currently pursuing the Retirement Income Certified Professional designation at The American College, considered the #1 classification within the field.
By utilizing careful retirement planning techniques tailored to each individuals’ financial needs, Casey has helped his clients protect millions of dollars in retirement assets, with not one penny ever lost due to market downturns.
Understanding the need for real financial stability, Casey lost his father at just 15 years old, his mother only earning a modest school teacher’s salary. They were affected by the sudden market downturn when his mother lost more than half of their life savings.
Casey finds comfort in the fact that every day when he goes to work, he has the honor of assisting his clients in the preservation, protection, and sustained growth of their financial assets, preserving bright futures for themselves and their families.”
“I’m proud to educate my clients in a field where education is viewed as taboo. I desperately want my clients to understand the things they can control—risk and fees— and how to best control them. Our mission statement is simple, treat every person as if he or she is the most important person we have ever met; the rest takes care of itself.”
Join others listening to Casey and his no-nonsense approach to retirement planning based on safety and security.
Sundays at 9 am and 9 pm.
Casey Marx B.S, LIA, R.I.C.P.
President, Crown Haven Wealth Advisors
Founder of Get Safe Radio
Registered Member, National Ethics Association
Certified Educator, Society of Financial Awareness
TOP Advisor 2011-2017
Expert Contributor, Annuity.com
Yale School of Business, Macro-Economics
Central Washington University, Business
American College, RIPC
Author, Baby Boomers Retirement Boot Camp
“One of America’s Financial Leaders” -Forbes
11495 North Pennsylvania Street, Suite 101
Carmel, IN 46032