Navigation Group

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Navigation Group Navigation Group Wealth Planning and Management: Independent, objective planning and investment advice.

While many firms start with leading questions, we start with conversation. Some financial advisors start with your valuables, we start with what you value. At Navigation Group we start with "why?" Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve. Even in the most challenging of times, our clients find confidence in knowing they have an advocate at their side with decades of experience in the financial services industry, an advocate that will provide transparent financial reasoning. It's why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night. We meet you where you are financially and provide the discovery, planning, guidance and partnership necessary to help you chart your course toward financial independence. Our aim is to provide unbiased advice so that you can focus on what matters most in your life. We take great honor in the responsibility of being your financial partner so that you may more fully enjoy your journey.

Open Enrollment begins today, bringing with it an opportunity to look beyond healthcare coverage and consider how your b...
10/15/2026

Open Enrollment begins today, bringing with it an opportunity to look beyond healthcare coverage and consider how your benefits fit into your broader financial picture.

The choices made during enrollment season can influence everything from healthcare expenses and tax efficiency to retirement savings and long-term financial flexibility. Taking time to review your options now may help ensure they continue to align with your goals, priorities, and the life you're building.

Start the conversation: https://www.navigationgroup.com/contact

One of the greatest challenges of wealth is ensuring it continues to serve future generations as intended. From family c...
10/13/2026

One of the greatest challenges of wealth is ensuring it continues to serve future generations as intended.

From family communication and education to estate and trust planning, a proactive approach can help align financial resources with the values you hope to pass on.

https://www.navigationgroup.com/blog

Some of the most meaningful investments don't appear on a balance sheet. Investing in your knowledge, your health, your ...
10/08/2026

Some of the most meaningful investments don't appear on a balance sheet.

Investing in your knowledge, your health, your relationships, and your personal growth can create opportunities that extend far beyond financial returns. When paired with a thoughtful financial plan, those investments can help support the life you envision for yourself and those you care about most.

Take the first step: https://www.navigationgroup.com/contact

Leaving a legacy involves more than passing on assets. It's about preparing for the future with intention. Discover key ...
10/06/2026

Leaving a legacy involves more than passing on assets. It's about preparing for the future with intention.

Discover key considerations that can help you navigate evolving circumstances while keeping your family's goals, values, and financial well-being at the center of the conversation.

https://www.navigationgroup.com/blog

Wealth often creates new possibilities, but it also brings important decisions. A thoughtful plan can help provide clari...
10/01/2026

Wealth often creates new possibilities, but it also brings important decisions.

A thoughtful plan can help provide clarity through life's transitions, confidence during periods of uncertainty, and a framework for the legacy you hope to leave behind.

This Financial Planning Month, we're examining the four stages of wealth and why planning plays an important role in each one.

Start the conversation: https://www.navigationgroup.com/contact

A great retirement is about more than financial preparedness. The relationships, activities, and sense of purpose you br...
09/24/2026

A great retirement is about more than financial preparedness. The relationships, activities, and sense of purpose you bring into this chapter are what make it worth every bit of planning. Read more on the blog: https://www.navigationgroup.com/blog

Where will retirement take you? For some, it looks like a place they have only dreamed of living. Forbes ranked the 24 b...
09/22/2026

Where will retirement take you? For some, it looks like a place they have only dreamed of living. Forbes ranked the 24 best countries for US retirees abroad in 2026. Swipe to explore a few of the top destinations, and if something catches your eye, let us help you build a plan that makes it possible.

One of the greatest gifts you can give the next generation is the confidence to pursue their goals without financial unc...
09/17/2026

One of the greatest gifts you can give the next generation is the confidence to pursue their goals without financial uncertainty holding them back. Thoughtful education planning is where that starts, and a little intention today can make a meaningful difference for years to come: https://www.navigationgroup.com/contact

Success often brings new opportunities, but it can also create complexities that are easy to overlook. Taking a proactiv...
09/15/2026

Success often brings new opportunities, but it can also create complexities that are easy to overlook. Taking a proactive look at your coverage can help protect what you've built, preserve your family's lifestyle, and provide greater peace of mind for the future: https://www.navigationgroup.com/blog

Some of the most impactful financial decisions are not measured by their size but by their lasting effect. A commitment ...
09/10/2026

Some of the most impactful financial decisions are not measured by their size but by their lasting effect. A commitment to education planning today can open doors for years to come, giving the next generation the foundation to pursue their goals with confidence.

Connect with us: https://www.navigationgroup.com/contact

Address

3 Lagoon Drive, Ste 110
Redwood City, CA
94065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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