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Our Approach

Investing can be emotional. That is why at Navigation Retirement Group, we believe financial planning starts with understanding. We go beyond conventional investing to incorporate a comprehensive wealth management strategy that can encompass our client’s whole life. We recognize true wealth management is the coordination of goals and dreams with customized, long-term financial solutions. Our wealth management team is lead by CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who are dedicated to aligning each of these elements and strengthening the core of our clients’ lives.

Diligence and perseverance are essential keys to achieving financial prosperity. At NRG, wealth management is not a matter of simply deciding which investment should go where; it’s having a keen understanding of our client's objectives and establishing a definitive strategy to help them achieve their desired outcome. 

We believe the better we know our clients, the more we can understand their financial strengths and weaknesses. With that understanding, we can gain a unique perspective and insight to more effectively design a custom, long-term wealth management plan. “Dream. Plan. Execute.” is the guide to our unique blueprinting process. This distinguished, in-depth process allows us to work alongside our clients to discover their aspirations, understand their values, establish specific goals and create an effective plan to stay the course.