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HAPPY THANKSGIVING!

In observance of the holiday, and that our staff may spend time with friends and family, we will be closed Thursday, November 24th and Friday, November 25th.

If you're in the spirit, you can read our annual Thanksgiving message here

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 Joel Larsen 21 Nov, 2017

Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful, and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the same time, I would encourage you to be mindful of and helpful toward people who are facing serious challenges, especially those in your own community who have fallen on hard times.

 Here are the things for which I am most thankful. You’ll notice from past Thanksgiving messages that many have remained the same over the years.  Read more...

By Joel Larsen 14 Nov, 2017
We've just posted a commentary discussing the current markets. Please click here to view it. We hope you enjoy it and find it informative.
By Joel Larsen 09 Nov, 2017
Here is a look at the continuing bull market market, where things stand today, and what we think may happen going forward. We hope you find it useful and informative. As always, feel free to share it with anyone you think might benefit. 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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