Our Services


At Nav Advisors, we offer a wide range of products and services to assist you in creating sound financial strategy for the days ahead.

We are an independently owned financial services firm, which allows us the freedom to choose from a variety of financial strategies that appropriately suit your individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added value, we also work with local accountants, estate planning attorneys and other professionals.

Retirement Income Strategies

  • Annuities*
  • CDs

Financial Strategies

  • IRAs
  • 529 College Savings Plans
  • Small Business Solutions
  • Brokerage Accounts
  • Bank Products
  • 401(k) Planning
  • 403(b) Planning

Tax Preparation

Estate/Legacy Strategies

  • Life Insurance
  • Estate Planning*
    • Revocable & Irrevocable Trusts*
    • Wills*
    • POAs*
    • Living Wills*
    • Long-Term Care*

*Wills, trusts, POA's, etc. are referred-out to other professionals for completion.


  • Stocks
  • ETFs
  • Commodities
  • REITs
  • Tactically Managed Accounts
  • Fixed Income Investments
  • Bonds

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products