Individual Client Services
In addition to working with 401k client companies, we work with individual clients in the following areas:
- Investment planning and management
- Retirement planning
- Debt management
- Insurance and risk management
- Estate planning
The most common time people seek the support of a financial advisor is during a time of change. It is valuable to have a trusted advisor by one's side during these times of change as well as throughout life's journey. At Navigate Financial we help people create a good investment plan and navigate that plan successfully. We welcome all clients who are committed to moving foward in a positive financial direction, regardless of how much money they have to invest.
We work with about 80 clients with combined assets of $29 million as of March 31, 2021.