Investing

Navigator Financial Planning Services: Helping you achieve your financial goals

What you do with your money today could determine how smooth or rocky the waters are for many years ahead. Therefore, having the means to finance your dreams – whether they include a comfortable family home and college education for your children or traveling abroad and a secure retirement – requires careful planning and wise, balanced investment strategies.

With Navigator Financial Planning Services, you’ll have access to an onsite financial advisor who can assist you with choosing the path and the appropriate investment and insurance products to help you meet your goals. Our wide array of financial products has been specially selected for credit union members who wish to achieve a specific financial goal or develop a comprehensive financial strategy. Your personalized investing plan may include:

  • Financial Needs Analysis
  • Retirement Planning
  • Life Insurance
  • College Planning
  • Mutual Funds
  • Stocks/Bonds
  • Tax-Deferred Annuities
  • IRA Rollover
  • Long-Term Care Insurance
  • Asset Allocation

As you put your plan into action, we’ll stand ready to help you assess its effectiveness, and recommend adjustments so you’ll stay on track toward your goals – especially as your needs shift and financial markets fluctuate.

There’s no initial cost or obligation to meet with a financial advisor. Contact us today for a private individualized consultation.