We have worked together since 2000 when we began our careers at Fidelity
Investments. After many years of developing retirement strategies, we have
brought this expertise to Navigation Financial. As purely independent advisors
and CERTIFIED FINANCIAL PLANNER™ professionals, we are able to genuinely
focus our time and unbiased resources on our clients and their specific
retirement goals and needs.
Our firm specializes in working with clients currently in or within 10 years of
retirement. This is a critical time period where the specific areas of risk
management, consistent growth, and downside protection need to be
addressed. Our holistic approach includes integrating all aspects of our clients’
financial lives, including social security, legacy planning, and long term health
care. We personalize every retirement plan to meet each client’s specific needs
and address every concern.
Our practice was founded upon the belief that retirement should be an
enjoyable and worry-free journey. Let us help you get there.