What We Do

Navien Financial helps address the complex financial needs of affluent families and closely held businesses. Working in coordination with their other advisors, we focus on the design and implementation of insurance-based strategies that enhance our clients estate, gift, tax, and investment planning.

Each business and family has opportunities, challenges and objectives that make their strategy uniquely personalized. We are deeply committed to building and sustaining long-term partnerships with our clients as we help them navigate an ever-changing landscape. 

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