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Pictured is Lighthouse Peak in beautiful Palo Duro Canyon State Park.

Just as lighthouses are guides to ships toward the safety of the harbor: it is the mission of Navigation Financial Group and its advisors to guide clients and friends - to create safe passage - wherever their goals and aspirations lead them.

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Services

We offer a variety of specialized services designed to meet your specific goals and needs.

Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

Events

Find out about our latest events. Why not register today and meet us in person!

ELP Team

Find out about our ELP Team. What makes us different!

Our Company

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

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Resources

‚ÄčOur resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

View resources

Navigation Financial Group is not a CPA Firm.

Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC.
Planning and Advisory Services available through Securities America Advisors , Inc.
Navigation Financial Group and its affiliates are independent of Securities America Companies.
Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

We are licensed to sell and/or discuss securities products and/or insurance products to residents of the states listed below only:

We are registered to sell Securities in the following states:
Arizona, California, Colorado, Georgia, Illinois, Kansas, Maryland, Mississippi, New Mexico, Ohio, Oklahoma, Texas,  Wyoming.

We are licensed  for Fee-based investment advisory services in the following states:
Texas
 

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