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Planning involves more than just investment advice. We firmly believe in the value of a personal one on one relationship.
Our goal is to deliver exceptional planning and advice to our clients with the highest level of service.
Michael H. Towle CRPC is a veteran financial consultant with a true passion for helping people and watching his clients pursue their...
Jeffrey Morris is a 35 year veteran of advising families in all matters financial. He built his practice from the ground up with an intense...
Wyatt is a second generation financial advisor specializing in working with our pre-retirement clients. Wyatt’s focus on...
Olivia Morris joins Navigator Wealth Management as our Client Service Specialist. Olivia comes from a strong background in customer service. Her...
After a short summer rally the stock and bond markets are continuing to experience volatility and a measurable sell off. This appears to be mostly a result of the Federal Reserve Bank raising interest rates against the backdrop of an already slowing economy.
There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.
Active vs. Passive
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