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Navigation Wealth Management

2038 Caribou Drive Suite 100
Fort Collins, CO 80525

Phone:

970.672.1236

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COMPASS Account Access

Consolidated Online Maximized Personal Account Simplification System

COMPASS

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Please feel free to contact us with any questions.

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Charting Your Financial Future

Charting your financial future

At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams of income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

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