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.