Helping You Chart Your Financial Course........

Navigation Financial Advisors, Inc., Insurance Agency, Dallas, TX

For more than 30 years, we have provided our clients with a full range of financial products and services. Whether clients are just beginning to establish a financial foundation, building their net worth, or preserving your estate for your family or charities our advisors can objectively review each situation, identify problems, and make appropriate recommendations. Individuals, families and businesses can benefit from the kind of personalized attention we give to our clients.


 
Directors of Navigation Financial Group

Standing (L to R) Clyde W. Wyatt III and Roger R. Gekiere; Seated (L to R) John D. Wolverton and Steven P. Hagemann

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

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