We cover the five pillars of your future:
Income. Investment. Healthcare. Taxes. Estate.
You leave with a plan for success.
One workshop. Completely Complimentary.
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An unretirement magazine from the Navin Group.
GETTING STARTED
Getting started is a big first step. Whether you're looking to course correct or you're just beginning your journey, we're here to help with our easy-to-follow three-step guide. It all starts with a visit.
DISCOVER
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using our Lifestyle Maximizer process, we’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy designed to help you reach your unique retirement goals.
The Navin Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Navin Group are not affiliated companies. 1227589 - 5/22
WHAT IS
(UN)RETIREMENT?
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OURSELVES
We're the Navin Group, a wealth management firm in Nashville, Tennessee and we're here to help you plan for the retirement of your dreams.
We focus on the "why" of retirement and what is most important to you. Then we build a plan to help you get there.
Ready to get started? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
