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Promotion AMERICA’S F I NA NC I A L LEADERS Guaranteed Investment Safety, With Growth on Top, for Life Crown Haven Wealth Advisors C asey Marx wanted to be a child psychologist, but life wanted him to be a wealth advisor. People across the country are glad he followed the second path. Marx’s choice of psychology was a result of his feelings following his father’s death when he was 15. Deeply affected by this loss, he entered college with the goal of pursuing a clinical profession. But the story took a turn. Marx’s mother experienced terrible financial losses in the market. “I’ll tell you, there is not a more helpless feeling in the world than witnessing that type of financial devastation and feeling responsibility to your family and not knowing what to do,” he says. “Sometimes knowledge comes out of necessity. And for me, the direction became the financial field, studying markets, trying to make sense of the world and how to brave the storm.” Casey Marx and his company, Crown Haven Wealth Advisors, are in the business of helping people invest for safety and growth. Marx speaks directly to Indianapolis-area listeners via his “Safe Money & Income” radio show on WIBC 93.1 FM. Visit his website for continuously updated show times and to live stream. Casey Marx work now as the sum total of all the knowledge I wish I’d had to protect my mother,” he says. “We offer not only a haven from financial danger, but a road map for growth and a solution to the need for reliable income for life. Our slogan is ‘Grow your empire. Protect your crown.’” The company works with safe money investments and shuns risky choices – stocks, bonds, mutual funds, variable annuities – anything affected by market fluctuations. Marx says this way, he can guarantee investments’ safety, allow for growth and assure clients an income for life. “It sounds simple, but when you’re not falling backwards, you’re always moving forwards.” Crown Haven’s approach is very different from 401(k) and other managed accounts that provide a steady income to Safe Haven Graduating into a less-than-ideal job market, he set out on his own, creating Crown Haven and putting the knowledge he had gained to work helping as many people as possible. “I think of my life’s investment companies through employee contributions and other management fees taken after directly investing the owner’s funds in the market, which Marx considers a casino. “What happened,” he says, “was payroll executives determined they could save, on average, 50 percent over the lifetime of the employee if they put the onus on that employee via automatic deductions into a risk-based account. In the process, these investment companies have created clients for life. This is what I like to call the ‘risk trap.’” “Our slogan is ‘Grow your empire. Protect your crown.’” – Casey Marx, founder Tax-Deferred Growth for Life Crown Haven focuses on equityindexed annuities – not high-fee variable annuities, but single- or flexible-premium instruments that are tax-deferred, for interest and income accumulation. These, Marx says, are 100 percent safe from market losses, and growth is based on the insurer’s indexed crediting methods. Marx says none of his clients have ever lost a single penny in his accounts due to market loss. In fact, Marx’s accounts lock in gains and eliminate losses. “In an era of misinformation and cynicism and a lack of trust in the financial institutions of America, we are your safe haven,” he says. “We have a moral obligation, and it comes from where I come from. That is our company ethos. I’ve never heard anything but, ‘Casey, I’m so happy we’ve done what we’ve done, I can sleep so much better at night.’” 11405 N. Pennsylvania Street, Suite 235 | Carmel, IN 46032 | 317-564-4691 | [email protected] | crownhaven.com ©2015 EMI Network Inc. • 800-999-1950 • eminetwork.com