Navigator Wealth Strategies

11/27/2025

Happy Thanksgiving from everyone at Navigator Wealth Strategies!

11/15/2025

We are so excited and honored to be hosting the final RISE Springfield event of 2025!

We can’t wait to connect with fellow young professionals in our community!

✨ Last RISE Event of the Year! ✨

Join us for our final RISE & Shine of 2025 — your morning boost of networking, connection, and professional growth! 🤝☕

RISE & Shine is RISE Springfield’s signature morning meet-up where young professionals can build relationships, enjoy coffee, and dive into a new professional development topic each month. This is your last chance this year to connect with fellow YPs and end 2025 on a high note!

📍 Navigator Wealth Strategies
🗓 Tuesday, November 18
⏰ 7:30 AM – 8:45 AM

Pre-register on our website (walk-ins also welcome): https://business.gscc.org/events/details/rise-shine-at-navigator-wealth-strategies-26687

*This event is intended for young professionals ages 21–39.*

10/08/2024

Hey, Facebook Family, you’re invited to the Wellman Financial Services Fall Party this Saturday Noon-2!

Bring a lawn chair and listen to live music while enjoying chili and pulled pork. It’ll be fun and we’d love to share the time with you!

07/02/2024

How to Build Your Financial House From the Foundation Up - https://www.kiplinger.com/personal-finance/how-to-build-your-financial-house-from-the-foundation-up

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.

When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life.

06/27/2024

A common misconception is that one is too young to own life insurance, but this is not the case. Read on to learn why it’s never to early to determine your life insurance needs.



Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

You may be thinking, “But I’m young! Isn’t life insurance for older people?” Here are a few reasons to consider getting life insurance now.

06/25/2024

Unsure about the difference between Roth and Traditional 401(k)’s? Read more to learn about each retirement vehicle and what may be the best option for you.

The differences between Roth 401(k)s and Roth IRAs recently were changed significantly.

06/18/2024

At Prudential Advisors, we’re passionate about helping our advisors achieve their full potential. And for many women advisors, teaming up with others has been a proven driver of success. Pat Hynes, head of Prudential Advisors Field Sales, explains why teaming makes sense: https://bit.ly/43in824

Ready to grow your practice? Learn more at www.prudentialadvisors.com

Empowering women to collaborate in groups or teams allows them to progress more rapidly and succeed as financial advisors.

05/02/2024

Wellman Financial Services is hosting a complimentary client appreciation Shred Event on Saturday May 18, 2024 from 8:00am - 10:00am at our Springfield Office, 6300 S. 6th St. Frontage Road East. Bring your unwanted documents to be shredded at NO COST to you! Drop off your old papers and files and let Affordable Shred securely shred them while you grab a coffee and a donut.

04/11/2024

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

04/03/2024

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per paycheck in this article, featuring Jason Duross from Prudential Advisors - https://bit.ly/pa-paycheck-savings

Use our guide to determine how much money you need to save from each paycheck to meet your short, medium and long-term savings goals.