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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

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