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Get Started With Us

Introduction Meeting

Let's set up a complimentary consultation to review your goals, wants, and needs with your current assets to determine the fit between our strategies and what you hope to achieve.

Determine Goals

At this stage, we delve into goal-setting in the long term and short term. Once we solidify these goals, we can provide options on how you can pursue these through our strategy and guidance as your advisors.

Finalize Strategy

Once we have determined a strategy that fits your specific situation, we're ready to get started. All it takes is trust, communication, and most importantly- you.

Core Services We Offer

Financial Planning

Financial Planning

We handle everything with a dollar sign. Whether it be retirement plans, estate plans, college plans, and more, we have your back. 

Time to Plan
Investment Services

Investment Services

Thinking about investing an IRA account, common stocks, bonds, or annuities? We can help guide your investments based on your goals for the future.

Time to Invest
Tax Planning

Tax Planning

Anxious about how your finances will affect the upcoming tax season? We offer assistance for small businesses, individuals, and households to help them forecast and plan for the future.

Let's Prepare


Worried about your long-term care? We can provide you with insurance policies ranging from long-term care, disability, and life insurance.

Let's Get Insured
<b>Why Wealth Navigation Advisors?</b>

Why Wealth Navigation Advisors?

Our team at Wealth Navigation Advisors is a family-run business that's been in the financial industry for over 30 years. We are extremely passionate about helping our clients reach their financial goals and developing trustworthy client relationships along the way. 

How We Can Help

How We Can Help

We'll work with you to explore your goals, wants, needs, and options to determine which one(s) fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Remember, your strategy is about you. Everything that we decide is based on your individual situation.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Ready to Contact Us?

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