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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...
Wyatt is a second generation financial advisor specializing in working with our pre-retirement clients. Wyatt’s focus on...
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.
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
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.
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