Our founder, Michael Towle, has been implementing the teachings of nationally syndicated radio talk show host Dave Ramsey since 2010.
Michael and the team at Navigator Wealth Management handle the financial affairs of a select group of families. Our process is simple, straight forward, and most importantly, centered around YOU.
We typically start with a 15-20 minute phone call or Zoom meeting to learn more about you and to answer your questions. Schedule your call or Zoom today.
Michael and his team can help in a variety of ways:
Get a whole-picture perspective of your financial goals and support for each step of the journey.
Get clear on your options, ways to diversify your portfolio, and complex investing concepts.
Learn how to use a Roth IRA, 401(k), traditional IRA or other accounts to your advantage.
Have a large nest egg? Get help to invest and protect it––and leave a legacy for those you care about.
Learn the ins and outs of college savings plans, like timing, eligible costs, investment options and taxes.
Make a plan for your family’s future and the wishes you want carried out after you pass away.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Navigator Wealth Management or LPL Financial.