You are over age 40, getting serious about planning for your retirement or already retired.
You have accumulated over $1,000,000 in investment assets and retirement savings.
You seek an ongoing relationship with a Certified Financial Planner, so you can focus on enjoying your journey.
Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.
Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.