What We Do

At Navigator Financial, we use a unique Administration and Service Process to determine the long and short-term financial goals of our clients and to create the customized strategy that will help them achieve those goals. In addition, we have three areas of specialization for helping our clients protect and grow their capital and reduce or even eliminate taxation.

Insured Asset Transfer

Implementing an Insured Asset Transfer strategy into your portfolio involves using specific insurance programs to accumulate funds on a tax-deferred basis by transferring non-registered assets into a tax-sheltered environment.

Corporate Insured Asset Transfer

Implementing a Corporate Insured Asset Transfer strategy into your portfolio involves using specific insurance programs to accumulate funds on a tax-deferred basis by repositioning corporate assets into a non-taxable environment.

Wealth Maximization And Tax Minimization

This strategy offers a flexible way to pay for a permanent insurance contract. Separate interests within the contract offer permanent protection and a tax-advantaged component by accumulating a cash value.

For more information about these or any of our products or services, contact Navigator.