Welcome!
Navigational Wealth Planning, Inc. is a wealth management company serving the needs of Georgia families, individuals and small business owners. We offer two specialized areas of expertise to cater to the needs of our client:  fee-based investment advisory services and fee-only, comprehensive financial and strategic planning services. Fee-only financial planning services are offered as a stand alone engagement as part of our commitment to prudent objectivity in our analysis and recommendations.  So, welcome! We are glad you found us!

Meet the Advisor
Mission Statement
Partnering with You
Wealth Management
Individual Planning Services
The Planning Process
Business Planning Services
Contact Information

 
Securities offered through Resource Horizons Group, L.L.C., member FINRA/SIPC,
Advisory services offered through Resource Horizons Investment Advisory,
1350 Church Street Ext, NE, 3rd Fl, Marietta, GA 30060, 770-319-1970.
Navigational Wealth Planning, Inc. is independent of Resource Horizons Group, L.L.C.

 
Security and Insurance licenses held in Georgia.