Navion Financial Advisors

Financial ServicesCalifornia, United States0-1 Employees

Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility.  Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis.  Others want ongoing assistance.  Most want to know what it is they are paying for, and how much.  By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service the client desires.  From a one hour consultation for a specific question, to a comprehensive financial plan, to ongoing portfolio management, the client decides what will best fit their wants and needs.

Financial planning is so much more than buying an investment or insurance policy.  Good financial planning is 20% numbers, and 80% people.  Done properly, it addresses your key goals and values, incorporating them into a plan to help you truly make the most of your life.

To find out how we can help you make the most of YOUR life, contact us to schedule your complimentary, no obligation consultation.

We look forward to working with you.

"Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness."

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