Need additional help? We can refer you to our trusted network of professionals.

Home » Services

Referred Services

In addition to our financial planning services, we can refer you to professionals or work with your preferred professionals to address your needs for Trusts, Probate, Charitable Giving, Estate Planning and Tax Planning. Read on below to see how we can assist in these various areas.


Trusts

What’s the best way to leave money to loved ones?

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.

We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Probate

A will can save your loved ones time, money and hassle.

Probate is the potentially lengthy and costly court process by which a will is proved either valid or invalid. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate.

Without a will or some other form of legal estate planning, there is the chance that your property may not go where you wish. We can refer you to a qualified estate planning attorney who can assist you in these matters.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Estate Planning

What will happen to your assets when you’re gone?

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept may seem simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Tax Planning

Are you overpaying in taxes?

Paying taxes is part of our patriotic duty, but no one wants to pay more than their fair share. This is as important as ever as you approach retirement. Don’t watch your returns and your estate dwindle as a result of legally avoidable taxes: take action early and get ahead of next year’s tax filing.

We can partner with tax professionals who help ensure that your retirement assets are allocated and distributed as tax efficiently as possible.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Charitable Giving

Giving back — your way.

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We are happy to work with you and a qualified professional to help you decide if this is a good option for you.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


To schedule a time to discuss your financial future, click here to contact us or call (615) 656-3170 today!

Contact Us Today!

NASHVILLE, TN
9019 Overlook Blvd.
Suite C1-B
Brentwood, TN 37027
Phone: (615) 656-3170
Fax: (866) 673-4465

CHICAGO, IL
2580 Foxfield
Suite 101
St. Charles, IL 60174
Phone: (630) 584-2800
Fax: (866) 673-4465
The Chicago office is for the
convenience of meeting clients only.

Our Guide!
"Your Retirement Income
Planning Checklist”




Our Focus

» Retirement Planning
» Wealth Management
» Annuities
» IRA & 401(k) Rollovers
» Balanced Lifestyle

News Library

» Stay abreast of the stories and headlines that may impact you. Check out the news about John Navin & Associates and other topics of interest.

 

Events

» View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.