11545 W. Bernardo Ct Ste 205
Your financial journey should be focused on feeling confident and secure.
For over 30 years, our team has helped individuals navigate through their financial challenges.
Your strategy is about you. We want to understand your needs to help you achieve your goals- big or small.
As your life changes, so does your financial strategy. Let's plan on today.
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.
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.
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.
We handle everything with a dollar sign. Whether it be retirement plans, estate plans, college plans, and more, we have your back.
Thinking about investing an IRA account, common stocks, bonds, or annuities? We can help guide your investments based on your goals for the future.
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.
Worried about your long-term care? We can provide you with insurance policies ranging from long-term care, disability, and life insurance.
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.
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.
"Whatever it is that you may need help with, we want to serve as the guide that will focus on your long-term financial well-being."
John Parrillo | CFP®, ChFC