Navigate Financial

About Us

Welcome to Navigate Financial! We are navigation specialists in the field of financial planning and money management. An outstanding navigator can make all the difference when it comes to avoiding unnecessary risks and uncharted waters. We will help you build a chart (financial plan) designed to accomplish your financial goals, while respecting your unique circumstances and needs.

We'll help you answer the following questions:

1. How can I get more from my investments?
2. How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement?
3. Am I saving enough?
4. What is the best way to save for college?
5. How can I reduce estate taxes and preserve more of my assets for my heirs?
6. Do I have the right amount of life insurance?

Find out about us and our services by visiting our website. You will also find directions to our office and a link to join our newsletter list.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.