Navion Financial Advisors

Navion Financial Advisors

Financial Services

Sacramento, CA 69 followers

Independent. Genuine. Financial Planning.

About us

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."

Industry
Financial Services
Company size
2-10 employees
Headquarters
Sacramento, CA
Type
Privately Held
Founded
2004
Specialties
Fee for Service Financial Planning, Investment Management, Qualified Retirement Plans, Risk Management, Long Term Care Planning, Education Planning., Fiduciary Services, Services for Trustees, Services for Executors, and Portfolio Review

Locations

Employees at Navion Financial Advisors

Updates

Similar pages

Browse jobs