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About Our Firm

At Navigation Financial Group of Amarillo, our core objective is to serve the needs of our clients with the experience, trust and integrity they need and deserve.

Our knowledgeable team of advisors have more than 100 years of combined experience in working with our clients, which allows us to offer our clients unique capabilities. As independent advisors, we don't have a specific product to push like other companies. Instead, we focus on your individual needs offering extremely personalized service to fit your lifestyle.

We strive to provide a financial practice that offers comprehensive planning and behavioral coaching, is fully transparent in the fees charged and services provided, utilizes technology to enhance the client experience and always acts in the best interests of the client. We are also proud to serve a multi-generational client base.

At Navigation Financial Group of Amarillo, we focus on creating strong client relationships to help our clients stay the course, successfully reaching their short- and long-term financial goals.

Our Core Values Define The Character of Navigation Financial Group

Fiduciary Standard

At Navigation Financial of Amarillo, we operate under a fiduciary standard across the board, putting our clients' best interest ahead of our own.

Integrity

Years of experience have prepared us to guide you through your life transitions.

Experience

The Navigation team of financial advisors brings many years of combined experience to the table. This experience allows us to offer high value to our clients.

Our Process

We create strategies that are tailored to your needs and goals.

Standard of Excellence

Years of experience have prepared us to guide you through your life transitions.

Independence

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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