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7 Portland Farms Road, Suite 2, Scarborough, ME 04074

207-707-5150
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Chart Your Course....with Guidance and Direction on Your Financial Journey

Chart Your Course....with Guidance and Direction on Your Financial Journey

You have a plan for your future—but are your finances able to get you there? We provide tailored financial advice based on your unique goals and circumstances, and a long-term partnership committed to your success.

From One Professional to Another / Let’s Work Together

From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

Comprehensive Financial Services

At Navigate Wealth Planning Group, we specialize in providing comprehensive, in-depth financial services. We recognize that everyone’s definition of financial success is different, and each financial journey is unique. That’s why we strive to provide a range of financial services you need to find the path to your financial success, and the long-term support and guidance to keep you on course throughout the years. Wherever your financial journey takes you, Navigate WPG will be there.

Planning<br/>

Planning

Long-term financial success begins with a personalized financial plan.

Retirement<br/>

Retirement

Find the path that will take you to your ideal retirement.

Management

Management

Get long-term guidance and support to successfully manage your assets.

Insurance<br/>

Insurance

Protect the things that matter most with the right insurance plan.

Schedule A Consultation

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.




What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a valued qualified professional collaborative.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Get a Free Second Opinion on Your Financial Plan

Already have a financial plan in place? Not completely confident that it’ll get you where you need to go? At Navigate Wealth Planning Group, we offer a free second-look service for your financial plan. Contact us today to set up an appointment. We’ll go over your plan together and let you know how we can help you pursue your needs—with no cost or commitment required.

Schedule Your Free Second Look

Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Get a Free Second Opinion on Your Financial Plan

Already have a financial plan in place? Not completely confident that it’ll get you where you need to go? At Navigate Wealth Planning Group, we offer a free second-look service for your financial plan. Contact us today to set up an appointment. We’ll go over your plan together and let you know how we can help you pursue your needs—with no cost or commitment required.

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