Financial planning services

  • Asset Management
    Chart the path towards your financial pinnacle. With a customized approach focused on your unique situation, Navigate Financial Advisors' only interest is your success.
  • College Savings Planning
    There’s a lot more to college saving than just what your newsstand financial magazine tells you.
  • Retirement Planning
    Planning for retirement involves working with you to determine the following: Setting your retirement goals - At what age would you like to retire?
  • Creating a Budget
    A budget is a plan for your future income and expenses that you can use as a guideline for spending and saving.
  • Social Security Claiming Strategies
    What’s your “claiming” strategy? Many Americans decide when they should begin Social Security benefits without any advice.
  • Risk Management and Insurance
    While a policy amount may sound like a lot ($250,000 or $500,000), it may not be enough when all factors are considered.
  • Planning for a Major Expenditure
    With so many things to spend our money on, it’s easy to forget about life’s bigger goals.
  • Estate Planning
    The primary reason for estate planning is to ensure that your wishes are carried out with the least amount paid in taxes, legal fees
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  • Tax Planning
    The objective of tax planning services is fairly simple: Minimize your federal and state income tax liability.