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
  • Budgeting
  • 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 85 clients with combined assets of $30 million as of October 31, 2021.