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

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
Calculators

Estate Taxes

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

Life Insurance

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

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Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

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