Services
Comprehensive Financial Services:
Protecting Your Future, Your Health, Your Wealth
Wealth Planning
At Navigation Planning Group, we specialize in crafting personalized wealth plans that align with your unique goals and dreams. Let us be your trusted partner on the path to financial security and prosperity.
Income Protection
At Navigation Planning Group, we understand that your income is the foundation of your financial well-being. Our income protection services are designed to safeguard your livelihood, ensuring you and your loved ones are financially secure, even in the face of unexpected challenges.
Medicare/Healthcare
Navigating the complexities of Medicare and healthcare can be overwhelming, but you don’t have to do it alone. Our dedicated team at Navigation Planning Group is here to demystify the process, helping you make informed decisions to secure the healthcare coverage you need for a healthy and worry-free future.
Platinum Level
Comprehensive Investment Management
And Wealth Planning
Advanced Need
- Tax Planning
- Cash Flow Management
- Estate Planning
- Charitable Planning
- Business Transition
- Executive Comprehensive/Stock Options
General Client Profile
- Investment Portfolio – $1M
- Income – $250k
- Net Worth – $2M+
Services
- Bi-Annual Reviews
- Semi-Annual Check Up
- Annual Comprehensive Update
- Portfolio Updates – As Needed
- Meet with CPA
Planning
- Written Plan Updates
- Annual Plan Stress Test
- Vault Document Storage
- Minimum Initial Plan Fee $1200
- Annual Updates $600
Gold Level
Investment Management
Basic Wealth Planning
Basic Needs
- Investment Management
- Portfolio Analysis
- Asset Allocation/Rebalancing
- Retirement Income Planning
- Account Aggregation
- Insurance Planning
- Education Planning
Services
- Initial Financial Profile
- Annual Review
- Quarterly Portfolio Reports
- Conference Calls
- Point of Contact
- Financial Advisor
- Dedicated Client Service
- Staff Member
General Client Profile
- Investment Portfolio – $500k
- Income – $100k
- Net Worth – $1M
Silver Level
Single Solution Needs
- Mutual Fund
- Annuities
- Life Insurance
- Long Term Care
- Disability Insurance
- Health Insurance
- Medicare Plans
- Dental/Vision
Services
- Annual Review
- Point of Contact
- Product Specialist
- Client Service Specialist