Wealth Builders Haven
Call us: (317) 797-8182
4555 Mansell Rd, Suite 300, Alpharetta, GA 30022
Wealth Builders HavenGrowth when the market rises. Protection when it falls. Income you can't outlive. We design personal wealth strategies for families and business owners who want more than a savings account and less risk than the stock market.
Every strategy we design does at least one of these. The best ones do all three.
Grow your money with upside linked to the market and a floor that protects what you've put in.
Guard your income, your family and your business against the things you can't predict.
Make sure what you've built transfers to the people you love, on your terms and tax-efficiently.
We start with what you want your money to do. Then we match it to the right tool.
Select carriers add a bonus of 10% to 30% to the money you place, credited to your account from day one. From there, your balance grows with a market index, with a 0% floor so a bad year in the market never reduces your principal. Add an income rider and you can turn it into a paycheck for life.
A cash-value account tied to a market index with an enhanced participation rate of up to 113%, a guaranteed floor, and tax-advantaged access to your money while you're alive. Includes a legacy benefit for your family.
Turn what you've saved into predictable monthly income. We map out sequence-of-returns risk, required distributions and taxes so your retirement runs on a plan, not on hope.
Reward yourself and your key people tax-efficiently. Executive bonus plans, key-person protection, buy-sell funding and owner retirement strategies that don't depend on selling the business.
Make sure the people who depend on you are taken care of, and that what you've built passes to the next generation efficiently and privately.
Most people have their money in one of two places: too safe to grow, or too exposed to lose. There's a third option.
| Bank savings / CD | 401(k) / brokerage | WBH indexed strategy | |
|---|---|---|---|
| Upside potential | Low | High | Market-linked, subject to caps and participation rates |
| Protection from market loss | Yes | No | Yes, 0% floor |
| Premium bonus | None | None | Up to 30% on select indexed portfolios |
| Guaranteed lifetime income option | No | No | Yes, with income rider |
| Tax treatment | Taxed every year | Taxed on withdrawal | Tax-deferred, or tax-advantaged access when structured properly |
| Required minimum distributions | N/A | Yes | Depends on funding source; can be designed around |
Simplified comparison for education only. Features vary by product, carrier and state. Indexed annuities and indexed universal life are insurance products, not securities, and are not direct investments in any index. Surrender charges may apply to early withdrawals.
No pressure, no jargon. Just a clear plan you understand.
A 30-minute conversation about where you are, where you want to be and what's in the way.
30 minutes · virtual or in officeWe build your personal blueprint and show you the numbers side by side, including what a bonus would do for you.
Within 1 weekWe handle the paperwork, rollovers and carrier coordination. You sign, we do the rest.
2 to 6 weeksLife changes. We meet at least once a year to make sure your plan still fits.
Every year, for life
Three words, one mission: no family left behind. We're a family-founded firm in Alpharetta with a simple belief that financial education shouldn't be a luxury, and good strategy shouldn't require a seven-figure net worth to get someone's attention.
Our "Fighting Financial Ignorance" workshops teach how money, taxes and markets actually work before we ever recommend anything.
We work with multiple highly rated carriers, so the strategy is matched to you rather than to a single company's product shelf.
A real office at 4555 Mansell Road in Alpharetta, real people who pick up the phone, and clients served across the U.S.
A husband-and-wife team who started Wealth Builders Haven to bring institutional-grade strategies to everyday families and business owners. Zaid is a United States Air Force veteran: having served his country, he now serves his community, bringing the same discipline and duty of care to every family's plan.
Testimonials reflect individual experiences and are not a guarantee of future results.
Tell us a little about where you are, then pick a call time on the next screen. We'll come back with a personal blueprint, including what a premium bonus could look like on your numbers.
Takes about 60 seconds. All fields are required. You'll choose your call time right after.