CHARTING THE COURSE WITH FULL

PERSONAL 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