Financial Navigators Inc

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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28 Years

in Business

Accredited

Business

(978) 952-6800Call Visit WebsiteVisit Website Map & DirectionsDirections11 Scott RdLittleton, MA 01460 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Littleton with Investment Advisory Service

Westford (5 miles)
Ayer (7 miles)
Groton (8 miles)
Harvard (10 miles)
Acton (11 miles)
Chelmsford (12 miles)
North Chelmsford (12 miles)
Pepperell (13 miles)
Tyngsboro (14 miles)
Stow (15 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (978) 952-6234
Other Link: http://financialnav.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (978) 952-6800

Address: 11 Scott Rd, Littleton, MA 01460

Website: http://financialnav.com

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Financial Navigators Inc

Tax Services
Income Tax
During his time at UGA, Roman was an active member of the student Financial Planning Association (FPA) and participated in the Volunteer Income Tax Assistance Program (VITA). He now sits on the UGA Financial Planning Alumni Board as the Student Mentor and Engagement Chair.

Investment Management
Morningstar is a global financial services firm headquartered in Chicago. It provides an array of investment-research and investment-management services. At FNI we use Morningstar daily to research investments, create portfolios and prepare reporting.
Mutual Funds
Our model portfolios are constructed from estimated risk and return expectations over the coming five years, and the interactions between asset classes. We combine active and passive strategies using mutual funds and ETF’s while allowing you to select or maintain legacy investments. We believe the key to protecting and growing wealth over time is in discipline and constant monitoring.
Wealth Management
If you’re looking for sound financial planning and wealth management without all of the confusing jargon, then you’ve come to the right place. Thanks to our work communicating to employees of all levels in our consulting practice, we understand that the same language doesn’t work for everyone. Let’s face it, this is a confusing field and unless you have the time to read volumes of data it is likely that your understanding of financial planning is about the same as our understanding of your field of study. We make a concerted effort to explain your financial position, and what we both need to do to bring your plan to a successful conclusion, all while enjoying a collaborative relationship.

Accounting Services

Financial Planning
Our firm is managed by our founder, Cindy Legault, who has over 3 decades of experience in consulting, financial planning and investment advisory. Cindy says her claim to fame is hiring the best people to represent the firm. We are a good employer as well, evidenced by our employees who only leave the firm to retire. Cindy’s corporate relationships with our flagship clients launched our entry into one-on-one financial planning services for employees in 401(k), 403(b), and union plans.
Retirement Planning
Let’s face it, it’s impossible to know how to do everything. Even if you were the brightest bulb in the chandelier, you’re not qualified to be a doctor, lawyer AND an Indian chief, so we hire the expertise instead. We all spend so much of our valuable time working to be the best we can be in our fields of study, so having the time to cover other disciplines is just not possible. The world of retirement planning and investing has become very specialized, and this makes financial decisions all the more difficult. How valuable would it be if you could answer several of your financial questions in one hourly meeting? Would it be even more valuable if a qualified advisor set up your investment allocation right in your retirement account? How about your savings? Have you saved enough? Would you like to see a projection of your accounts? How about checking on your beneficiaries and having a discussion about your family’s financial security? Underwater with student loan debt? We cover that as well. In fact, there are many subjects that can be covered, it’s up to your employee and what is most important to them.
Asset Management
First, we start with a Comprehensive Financial Plan. This is the dog that wags the tail. We feel that many investment advisors spend too much time focusing on the investments and too little time focusing on your goals, and the best path to meet those goals. Once we determine your path, our ongoing mantra is high service, Fee-Only, Asset Allocation, and Diversification. The success of any portfolio should stem from a well-designed strategic asset allocation. By selecting the right mix of assets that suit an individual’s risk tolerance, your portfolios will be well positioned to maximize returns relative to risk over the long term. We believe this strategy contributes to at least 80% of a portfolio’s success, allowing it to navigate through the uncertainties and unpredictability of the market. The other 20% filters back to the quality of the investments and the investment managers. We are not tied to any one investment manager and based upon what is available in the marketplace, we will modify our preferred funds over time.

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