A holistic approach to managing your financial life.
About This Deal
Customized Wealth Analysis
Work virtually one-on-one with a top advisor from our referral network. Work with an advisor from a top broker dealer firm that will waive their asset minimum requirement to provide you with a customized wealth analysis or financial plan. They will help prioritize your goals, review your finances and evaluate various scenarios. Your team will put together a plan that will help you navigate your personal financial journey for 2021 and beyond.
Net Worth Statement, Retirement Income Analysis and Cash Flow Projects
2 Wealth Planning Sessions
45 minutes each
Navigant Advisory Group is a boutique financial services firm that provides lead generation to overlooked BIPOC teams at the most prestigious firms. Any advisory lead your interact with we have scheduled will have over 10 years experience and a minimum of $50 million in assets under management as confirmed on their form ADV. We encourage you to research the background of your referred advisor at Finra.brokercheck.org. The advisors go through a rigorous process to be included in our network, we commit to a superior level of engagement and service provided to you.
About Navigant Advisory Group LLC
NAVIGANT ADVISORY GROUP does not adhere to the age-old business services model in which a senior advisor sells the work and a junior advisor goes out to deliver on the senior advisor's promises. Each of our team leads are senior project leaders capable of driving efficient, complex projects from beginning to end. A better value? We think so. You’ll judge the value of our contribution by looking at what we (you and us) accomplish for your business and realizing that it happened better and faster with our help — in other words, it made good business sense.