About Seven Figure Solution
Seven Figure Solution is a wealth strategy system presented by HavenBridge Group, LLC: built for one purpose - to help high-income professionals earn more, keep more, and never go backwards financially.
No pitch, no pressure · Fiduciary-aligned advice
About Seven Figure Solution
Seven Figure Solution is a wealth strategy system presented by HavenBridge Group, LLC: built for one purpose - to help high-income professionals earn more, keep more, and never go backwards financially.
No pitch, no pressure · Fiduciary-aligned advice
Seven Figure Solution was born from a simple observation: high-income professionals — business owners, executives, and real estate investors earning $300K or more — were working harder than anyone, yet keeping far less than they deserved.
Their CPAs were focused on compliance, not strategy. Their financial advisors were managing portfolios, not solving tax problems. Their insurance agents were selling products, not building systems. Nobody was connecting the dots.
So we built the system that does. Seven Figure Solution brings together Series 65 licensed money managers, licensed insurance professionals, tax optimization specialists, institutional real estate experts, and estate planning advisors — all under one roof, all working together on your complete financial picture.
The result: clients who stop losing $75K–$150K annually to preventable problems — and start building the kind of wealth that lasts for generations.
Lifetime wealth difference between old and new retirement strategies
Average annual tax savings identified per client
Average implementation timeline
Market loss floor on protected accounts
Seven Figure Solution was born from a simple observation: high-income professionals — business owners, executives, and real estate investors earning $300K or more — were working harder than anyone, yet keeping far less than they deserved.
Their CPAs were focused on compliance, not strategy. Their financial advisors were managing portfolios, not solving tax problems. Their insurance agents were selling products, not building systems. Nobody was connecting the dots.
So we built the system that does. Seven Figure Solution brings together Series 65 licensed money managers, licensed insurance professionals, tax optimization specialists, institutional real estate experts, and estate planning advisors — all under one roof, all working together on your complete financial picture.
The result: clients who stop losing $75K–$150K annually to preventable problems — and start building the kind of wealth that lasts for generations.
Lifetime wealth difference between old and new retirement strategies
Average annual tax savings identified per client
Average implementation timeline
Market loss floor on protected accounts
One Board. Three Outcomes. Built to Work Together. Most advisors own one piece of your financial picture. We coordinate all three and each one strengthens the others.
Build positions that compound, not just accounts that sit.
Participation in market gains without direct market exposure
Private real estate deals sourced at the institutional level
Income layered across multiple vehicles, not dependent on one
What you've built shouldn't be one bad year away from damage.
Contractual downside protection — zero is your worst outcome
Life coverage of $2M+ wired into the strategy, not sold separately
Long-term care built in before you need it, not after
The goal isn't just retirement income, it's what survives you.
Tax-advantaged distributions structured under federal insurance law
Depreciation and deduction sequencing coordinated across your full plan
Wealth transfer designed so heirs receive it — not the government
Most advisory teams hand off between departments. Ours never splits the case. Every specialist works the same file, at the same time, toward the same outcome.
We source and vet institutional-grade properties before they reach the open market. Clients get direct access, not a REIT, not a fund wrapper.
We sit in the planning seat, not the filing seat. Our tax specialists work before year-end to structure what your CPA then reports.
Trusts, succession plans, and transfer structures are built into the strategy from day one, not added as an afterthought when a client turns 65.
Active oversight across every account. We track performance against a single benchmark, your long-term financial independence, not a market index.
We carry access to IUL and Whole Life contracts that aren't available through standard channels. Structured for income, protection, and tax treatment simultaneously.
"We're not just advisors. We're wealth architects with access to institutional strategies that create generational wealth — while everyone else's portfolio gets destroyed by the next market crash."
Every Saturday from 5:00–6:00 PM CST on KRLD-AM 1080 and FM 105.3 in Dallas, TX — Jared Garfield brings the same strategies we implement for clients directly to the airwaves. Money Moves Radio covers tax-free retirement strategies, real estate wealth building, and financial planning for high earners.
The show is also available on iHeart Radio, Spotify, and RSS — making it one of the most accessible financial education platforms for professionals across the country.
KRLD-AM 1080 · FM 105.3 · Dallas, TX
Every Saturday · 5:00–6:00 PM CST
Catch Money Moves with Josh and Jared every Saturday from 5:00–6:00 PM CST on KRLD-AM 1080 and FM 105.3 in Dallas, TX. Browse the latest episodes and stream directly from the player.
Every Saturday from 5:00–6:00 PM CST on KRLD-AM 1080 and FM 105.3 in Dallas, TX — Jared Garfield brings the same strategies we implement for clients directly to the airwaves. Money Moves Radio covers tax-free retirement strategies, real estate wealth building, and financial planning for high earners.
The show is also available on iHeart Radio, Spotify, and RSS — making it one of the most accessible financial education platforms for professionals across the country.
KRLD-AM 1080 · FM 105.3 · Dallas, TX
Every Saturday · 5:00–6:00 PM CST
Many advisors are one-trick ponies — insurance agents who only sell insurance, money managers who only manage portfolios, CPAs who only do taxes, real estate brokers who only sell property. Our Wealth Architects pull all of this together.
Active management designed to work harder than a generic index allocation — with fiduciary-aligned advice.
IUL, Whole Life and contractually guaranteed income products with high upside features and exclusive bonus structures.
Access to institutional-quality properties most retail investors never see — professionally managed, tax-advantaged income.
Strategic depreciation, timing, and legal tax elimination — coordinated across your complete financial picture, not bolted on.
Multi-generational wealth transfer and business succession — so what you build outlasts you and stays in your family.
"We're not just advisors. We're wealth architects with access to institutional strategies that create generational wealth — while everyone else's portfolio gets destroyed by the next market crash."
These aren't projections. These are outcomes from real clients who stopped going backwards financially.
Discovered he needed $3.3M to access $2M in retirement. Restructured to $2.3M in accessible, tax-advantaged cash.
Went from paying $185K in taxes annually to $67K — while building a $2M tax-free retirement fund simultaneously.
Swapped 8 rental properties for 78 professionally managed units. Now collects $18K/month in tax-advantaged income — without fixing a single toilet.
Contributed $500K over 15 years. At retirement, accesses $400K through policy loans tax-free with a $750K death benefit for heirs.
"My CPA had been doing my taxes for twelve years and never mentioned any of this. In one meeting, they found $118,000 in annual savings I was leaving on the table."
— David M. · Manufacturing Business Owner
Seven Figure Solution is a wealth strategy system offered by HavenBridge Group, LLC - the legal business entity. HavenBridge Group and its licensed Wealth Architects present, offer, and implement the Seven Figure Solution for clients across the country.
HavenBridge Group, LLC is registered in Georgia and licensed in multiple states. Our Wealth Architects are Series 65 licensed, insurance licensed, and trained in advanced tax optimization and estate planning strategies.
The Wealth Strategy System
The Licensed Entity
Book a free 30-minute Blueprint Session with one of our Wealth Architects. No pitch, no pressure — just a clear view of what your current plan is actually costing you and what a properly structured alternative looks like.
Zero cost, zero obligation
30 minutes only
Fiduciary-aligned advice
Book a free 30-minute Blueprint Session with one of our Wealth Architects. No pitch, no pressure — just a clear view of what your current plan is actually costing you and what a properly structured alternative looks like.
Zero cost, zero obligation
30 minutes only
Fiduciary-aligned advice
Never go backwards financially.
HavenBridge Group — Where High Earners Finally Stop Losing. · © 2026
The information on this website is for educational purposes only and is not intended as tax, legal, or investment advice. Case studies and figures—including the $600,000 potential tax savings and the 70-85% market participation range—reflect representative scenarios for illustrative purposes only; results are not guaranteed and will vary by account size, income, applicable tax rates, time horizon, and individual circumstances. Tax outcomes depend on current tax law, which is subject to change. Section 7702 and similar strategies carry specific funding and structuring requirements; improper structuring can result in adverse tax treatment. Insurance and annuity products are offered through licensed insurance professionals. Investment advisory services are offered through appropriately licensed representatives. Always consult qualified tax, legal, and financial professionals before making decisions about your personal situation.
Never go backwards financially.
HavenBridge Group
— Where High Earners Finally Stop Losing. · © 2026
The information on this website is for educational purposes only and is not intended as tax, legal, or investment advice. Case studies and figures reflect individual client experiences; results are not guaranteed.
