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.

Looking for Something?

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.


 

Independent. Genuine. Financial Planning.

Are you someone who is comfortable handling your own affairs, but looking for professional guidance?

Or would you prefer to delegate financial planning, implementation, and monitoring to a staff of trained professionals?

Are you a business owner looking for help with your company’s retirement plan and its attendant fiduciary concerns?

Navion Financial Advisors, Davis, CA Financial Planning, Navion Financial Advisors Investments, Navion Financial Advisors Plan Sponsors, Navion Financial Advisors Plan Participants, Navion Financial Advisors Fiduciary Services, Navion Financial Advisors Industry Professionals, Navion Financial Advisors Public Speaking, Navion Financial Advisors Insurance, Navion Financial Advisors

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

Patriotic I just had to leave this one up... Just what we need this 4th of July weekend! Happy Independence Day!

eThief With all the news about cyber theft, I thought this might be useful. I had heard of skimmers, but had no idea what to look for! Print it out and keep a copy in your car for when you are using any card machine.

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...