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HAPPY HANUKKAH!

December 12 through December 20, 2017. 

INDEPENDENT. GENUINE. FINANCIAL PLANNING.

  • Are you someone who is comfortable handling your own affairs, but looking for professional guidance?
  • Or would you prefer to delegate financial planning, implementation, and monitoring to a staff of trained professionals?
  • Are you a business owner looking for help with your company’s retirement plan and its attendant fiduciary concerns?
  • Do you prefer to handle your own investments but would like to have a team of professionals help with your financial planning?

Explore our site and let us show you how our staff of experienced, qualified advisors can help you make the most of YOUR  life.

ANNOUNCEMENTS

By Appointment Only

We have satisfied clients in 22 states and Europe.  We now work virtually, and can meet you in a virtual meeting, but also enjoy meeting clients in person. Let us know what works best for you. Meetings are by appointment only. To set an appointment, contact us by phone or email.


Who Do You Know?

Navion is currently offering advisors in the broker-dealer environment a path to true independence.   If you or someone you know would benefit from being part of a team of fiduciary advisors, let us know!

Navion Financial Advisors Blog

By Carol MacDonald 05 Dec, 2017
Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative.

Joel
By Carol MacDonald 05 Dec, 2017
Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative.

Joel
By Carol MacDonald 27 Nov, 2017
Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative.

Joel
More Posts
With all the news about cyber theft, I thought this might be useful. I had heard of skimmers, but had no idea what to look for! Print it out and keep a copy in your car for when you are using any card machine.

Independence Day


Craigslist Scam Targeting Home Renters and Sellers: 


Here's a good article from AARP on several myths about the aging brain. Brain Health: Myths vs Reality

Kenneth Feinberg shares his view on the value of life, and how planning ahead can help. Reasons to Re-think Planning

Click here for an hilarious explanation of how the numbers of unemployed Americans versus people out of work don't add up! (You'll need Acrobat Reader to view the file.) Unemployed versus Out of Work
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