Navigate Financial

Navigate Financial Helping clients strive for financial confidence and avoid avenues of failure.

At Navigate Financial we strive to help our clients achieve financial confidence through personalized holistic advice, designed to help them avoid avenues of failure.

Childhood attitudes and habits can determine your child's health in his or her adult years.
06/24/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
06/22/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What actually happens when the U.S. government shuts down?
06/19/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/17/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

What role would taxes play in your investment decisions? Find out in this message.
06/15/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

06/12/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
06/10/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Are you looking for a balance? Find yours, starting with this video.
06/08/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
06/05/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Address

3449 Lawrenceville-Suwanee Road, Suite E
Suwanee, GA
30024

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+14048905692

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