Your Benefits, Your Wealth,
Your Life

A good group benefits and pension plan, in order to be customized to the needs of the company, must address its needs at all levels - corporate, executive and employee.

For this reason, we understand the requirements of each of these levels, and how they all fit together.

In addition to our value-added and one-to-one counsel with employees, we also offer comprehensive wealth management services for individuals, which include:

  • Custom wealth planning aligned with your group benefits plan and personal goals
  • Wealth and succession planning for business owners
  • Investing needs assessment and planning
  • Tax efficiency strategies and estate planning
  • Integrated insurance solutions

Articles of Interest

Principal

Brian Brophy, President
Navigo Financial Solutions

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biography

Contact

What makes Navigo right for your business?

Connect with Your Employees

Engage your employees in HR and Employee Education procedures, including our Custom Enrollment Guide, and support your benefits and pension initiatives with the strength of your whole team.

Maintain Cost Containment Initiatives

Benefit from cost-effective alternatives from our Competitive Analysis report, and help control long-term increases and liabilities with our integrated Employee Wellness Initiatives.

Gain Complete Visibility

Get easy-to-use reports, forms and overviews. We create Custom Communication Documents to fit your needs and preferences.