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.

Ever wonder about those free credit scores you get once a year?
09/02/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/31/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Do you need umbrella insurance? Find out more.
08/28/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
08/26/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
08/24/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
08/21/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/19/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
08/17/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

An ILIT could play a role in your estate strategy.
08/14/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/12/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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

Website

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