What's New?

Announcements

New telephone System

Next week we are scheduled to implement a new telephone system, so if you have any difficulty getting through, please be persistent. The vendor assures us everything will go smoothly, but...

By Appointment Only

We are changing the walk-in policy at our office location here in Davis. We are all out "in the field" more and more, so we will receive visitors by appointment only.

Who Do You Know?

Navion is currently offering advisors in the broker-dealer environment a path to true independence.   If you or someone you know would benefit from being part of a team of fiduciary advisors, let us know!

Does your portfolio reflect your tolerance for risk? Use this online questionnaire to find out.

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If you do not see a recently posted article under Our Blog, click on Market Commentary. It seems our web provider takes a few hours sometimes for new items to show. Thanks!

For previous blog posts, click on Blog & Market Commentary above.


 

Happy Memorial Day

Happy Memorial Day!

All of us here at Navion Financial Advisors ask you to take a moment to think of those that have given the ultimate sacrifice for our freedom as you enjoy a safe and fun-filled weekend! We will be closed on Monday, May 29th and back in the office Tuesday morning, May 30th.

 

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Explore our site and let us show you how our staff of experienced, qualified advisors can help you make the most of YOUR life.

Here's a good article from AARP on several myths about the aging brain. Brain Health: Myths vs Reality

Kenneth Feinberg shares his view on the value of life, and how planning ahead can help. Reasons to Re-think Planning

Click here for an hilarious explanation of how the numbers of unemployed Americans versus people out of work don't add up! (You'll need Acrobat Reader to view the file.) Unemployed versus Out of Work

If You or Someone You Know Has a State Farm Homeowner's or Renter's Policy in California

Craigs List Scam Targeting Home Renters and Sellers:

5 and 1/2 Myths About Financial Planners...

Financial Planning: Not Just for Uber-Rich...