Welcome to Navigators Advisory Group, where we believe in working together to help your business thrive. With our support, you'll navigate the ins and outs of entrepreneurship with confidence, reaching your goals and beyond.
Succession Planning
Creating succession plans to ensure a smooth transition of leadership and ownership within the business, including identifying and grooming successors and minimizing tax implications.
Strategic Business Planning
Developing comprehensive business plans tailored to the specific goals and needs of the client's business, including market analysis, financial projections, and growth strategies.
Investment Management
Provide asset management services for both pre-tax and after-tax investment accounts. We develop comprehensive plans that serve clients risk tolerance, need for liquidity, and overall financial goals.
Estate Planning
Assisting business owners in developing estate plans that address the transfer of business and personal assets to heirs, minimizing estate taxes, and ensuring the orderly distribution of wealth according to the owner's wishes.
Biblically-Based Wealth Management
Our approach is based on God's timeless wisdom contained in scripture which has stood for thousands of years. The bible provides guidance on every aspect of personal finances. We believe there are no higher principles for financial management and that, when followed, lead to success, right living, peace of mind and joy.
Retirement Plan Advisory
Oversee privately held business retirement plans with investment advisory services, employee education, collaboration with other plan service advisors and help design solutions and strategies that solve for the specific needs of the owners and plan participants.
Financial Analysis and Forecasting
Conducting in-depth financial analysis to assess your current financial health and forecasting future financial performance to support strategic decision-making.
Valuation Software Tools
Providing informal business valuation services to determine the fair market value of the business for various purposes, including estate planning, buy-sell agreements, mergers and acquisitions, and tax planning.
Risk Management
Assessing and mitigating risks associated with business ownership, such as liability exposure, insurance coverage, and contingency planning for unforeseen events.
Strategic Income Planning
Developing tax-efficient strategies to minimize tax liabilities for the business and its owners, including structuring transactions, maximizing deductions, and complying with relevant tax laws and regulations.
Executive Compensation Strategies
Designing and implementing employee benefit plans, such as retirement plans, health insurance, and incentive programs, to attract and retain key employees and incentivize loyalty and productivity.
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