CHARTING THE COURSE WITH FULL

FINANCIAL SERVICES

 

We value our status as Independent Investment Advisor Representatives because it allows us to act freely as advocates for our clients, putting your interests first. We are not tied to just one product or service. At Navigation Financial Group of Amarillo, we have an extensive mix of products, services and technologies that can be integrated and aligned with your individual needs.

 

 

Financial Planning

     Fee Based

     Non-Fee Based

Retirement Planning

Estate Planning

Tax Planning

Education Planning

Charitable Giving

Pension Alternatives

Asset Allocation

Automatic Account Rebalancing

Institutional Money Managers

Asset Management

 

 

PERSONAL SERVICES
 
BUSINESS SERVICES

Business Planning

Business Continuation

Business Valuation

Estate Planning

Succession Planning

Employee Education

Group Insurance

Personal Insurance

Qualified Plans

     Pension / Profit Sharing / 401k

Business Insurance

     Buy / Sell / Key Person

Executive Compensation

     Deferred Compensation

     Executive Bonus

 

 

Annuities

     Fixed

     Variable

     Immediate

Variable Insurance

     Variable Universal Life

     Variable Second-to-Die

     Single Payment Variable

Qualified Retirement Plans

     IRAs

     SEPs

     Keoghs

Long Term Care Insurance

Disability Insurance

Medical Insurance

INDIVIDUAL PRODUCTS
 

 

Mutual Funds

Individual Securities

Wrap Accounts​

Managed Accounts

Structured Products

IPO's

Cash Value Life Insurance

Alternative Products

BROKERAGE SERVICES

801 S. Fillmore, Suite 530

Amarillo, Texas 79101
806.331.2600

advisor@navigationfinancial.com

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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. $ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). Navigation Financial Group and its affiliates are independent of Securities America and LTAM. 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. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Not FDIC Insured, No Bank Guarantees, May Lose Value. Not a Deposit and Not Insured by any Government Agency. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal inforamation.

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