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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...
Olivia Morris joins Navigator Wealth Management as our Client Service Specialist. Olivia comes from a strong background in customer service. Her...
Jeffrey Morris is a 33 year veteran of advising families in all matters financial. He built his practice from the ground up with an intense...
Self-employment is growing in popularity as more and more people see the benefits of working on their own terms. However, it can come with some major drawbacks. For example, many freelancers have trouble securing a mortgage when it comes time to purchase a home.
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.
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