Plan Across Your Lifestyle As Your Family Needs Evolve

 

No matter what stage you are in life, Wealth Navigators has the knowledge and experience to help you towards achieving your financial goals. Our comprehensive approach allows us to gain an understanding of your personality type along with your circumstances and intentions . During our initial consultation, we must be confident that we can be of assistance to your financial affairs. Subsequently, there must be a good fit, where both parties feel comfortable working together. No two people are the same, so we will help to determine whether you would benefit more from a needs based approach or if your situation requires a fee-based financial plan. It is important to understand that these two approaches are very different. 

 

Financial Needs Analysis or Fee-Based Financial Planning...

                                                                                 

 

 

 

 

Financial Needs Analysis focuses on an individual financial goal. Maybe you would like to know which type of policy to use in meeting your life, health, long-term care, or disability needs? Are you saving enough for your retirement? How diversified is your portfolio? Or perhaps you would like to determine which choices you have for funding future college expenses? We offer a wide variety of products from well-known insurance providers, investments, and college savings programs to help match to your specific needs. This service is best suited for younger individuals and families who are currently establishing a financial foundation for their lives. At no time are you obligated to purchase products from us.

 

Fee-based Financial Planning is an interactive and collaborative approach with Wealth Navigators

         

 

 

the pursuit of financial success begins with a plan

 

 

 

 

 

Fee-based Financial Planning is the process of determining whether and how an individual can meet life goals through the proper management of their financial resources. A financial plan provides you with a high degree of personalization. Your plan will include details along with recommendations about your cash flow, savings, debt, investments, insurance, retirement, higher education, any major purhcases, and your legacy. We'll work in close consultation with your tax and legal advisors to make sure there's proper coordination in aspects of your plan that require their involvement. Life changes, priorities shift, and new opportunities are always just over the horizon. That is why your financial plan should be as dynamic as your lifestyle, as we will continually monitor your plan's overall progress relative to your financial intentions. 

 

For more information, view the flyers below or feel free to contact us.