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What We Do

Navien Financial is dedicated to navigating the intricate financial landscapes of affluent families and closely held businesses. Collaborating seamlessly with their existing advisors, our focus centers on crafting and executing sophisticated insurance-based strategies to elevate estate, gift, tax, and investment planning for our clients.

Recognizing the distinct opportunities, challenges, and objectives that define each business and family, we specialize in tailoring personalized strategies. Our unwavering commitment lies in establishing and nurturing enduring partnerships with our clients, ensuring we remain a steadfast guide in the face of an ever-evolving financial environment.

The information provided is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

We evaluate and provide creative guidance around the following strategies:

Estate And Tax Planning

  • Grantor Retained Annuity Trust (GRAT)
  • Irrevocable Life Insurance Trust (ILIT)
  • Spousal Lifetime Access Trust (SLAT)
  • Insurance Services

Business and Succession Planning

  • Risk Management
  • Corporate Owned Life Insurance (COLI)
  • Bank Owned Life Insurance (BOLI)
  • Executive Fringe Benefit Plans
  • Executive Bonus
  • Split Dollar
  • Deferred Compensation
  • Key Man/Buy Sell
  • Qualified Retirement Plans, Pension and Profit Sharing Plans
  • Life Insurance
  • Short Term and Long Term Disability Income Coverage
  • Long Term Care Planning