Navigate Financial
Financial Services - Holladay, UT, US
Navigate Financial Employees
Navigate Financial Details
My core business is 401k work. I help companies manage their 401k obligations, including fiduciary governance, plan design, and plan administration. I also provide support to employees, including financial education, retirement planning, insurance planning, and estate investment planning. Due to my 401k experience, Wells Fargo Advisors allows me to act as a fiduciary with respect to the management of 401k plan assets, a privilege given to only 2% of Wells Fargo financial advisors. In addition to 401k work, I also work with individual clients. Many financial advisors focus primarily on high net worth clients, but I prefer to work with anybody who wants to move forward in a positive direction, regardless of how much money they have.
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