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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Bridging the Gap with a Spousal IRA

Couples might consider a spousal IRA to help keep the retirement savings of both spouses on track.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

Liability Protection for Business Owners

Organizing as a limited liability company has its benefits and offers many of the same legal protections as a corporation.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

More Newsletters →