Financial Services and Wealth Management Strategies in
Tennessee

The undeniable beauty of Tennessee is something to experience. The genuineness of the people. That’s why we are proud to be headquartered in Tennessee. For over 20 years, we’ve helped individuals in Brentwood, Franklin, with financial advice and retirement planning guidance. Our wealth management firm has the knowledge and experience to help you achieve your personal financial goals and guide you down the path to retirement. Not just a “number” or “specific date”. Our goal is to help you retire when you want, how you want. You deserve the freedom to live life! You’ve worked hard for it!

Focusing on personalized wealth management strategies, investments, pensions, social security, tax, and estate planning for Brentwood, Tennessee and surrounding Nashville area residents.

Giving you guidance on active portfolios to mutual funds, IRAs, 401ks, and more.

Providing you with personalized tax planning, income planning, and various wealth management strategies that help you reduce taxes, save money, and retire happy.

Our simple and secure process allows us to connect virtual meetings, on the phone. Maybe even join one of our retirement planning webinars. Technology allows us to connect in almost any place regardless of whether you live in Tennessee, Illinois, or on either coast!

Our simple process helps you at every stage of your retirement plan. Our goal is to create a long-lasting relationship and provide you with tools to guide you down the path to your dream retirement.

John Navin & Associates can help you reach the end goal of a

comfortable and profitable
retirement.

We provide clients with retirement planning and wealth management strategies in Illinois, Wisconsin, Alabama, Florida, Arizona, and Tennessee. Our virtual capabilities allow us to provide you with retirement planning guidance in virtually any city! Are you ready to Save Money, Secure Your Future? Schedule a 15-minute consultation.