Navion Financial Advisors

Navion Financial Advisors offers personal and business financial planning services. Like most financial advisors, their services include investment advice and management, but unlike most advisors (and even most CFPs) they offer planning-only services for those who don't have a large investment portfolio. They are proud to adhere to a fiduciary standard, unlike brokerages that use a "suitibility" standard.

Most or all of the planning services are available either as a one-time analysis (which will include a thorough financial plan) or on an ongoing basis through their annual retainer program. The ongoing service involves all of the basic one-time services plus periodic monitoring, bi-annual retirement reviews, an annual meeting and thorough review, and so on. They also collect and maintain your financial data, allowing you to review it all in one place through their online system, and making it easy to provide information to your tax person.

Additionally, like most CFPs, they provide insurance review and investment advisory services.

Services Offered

• Retirement Planning
• Education Planning
• Estate Planning
• Long-term Care Planning
• Budgeting/Cash Management
• Debt Management (including student debt)
• Risk Management/Insurance Reviewing
• Tax Planning
• Employee Stock Option Advice
• IRA Rollovers
• Employer Retirement Plan Services
• Fiduciary Services
• Educational Seminars
• Life, Disability, and Long-term Care Insurance
• Executor Assistance
• Advice for Non-Profits

Financial planning and investments through Navion Financial Advisors, A Registered Investment Advisor.

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