FAQ
Q: What do we specialize in?
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
Q: What are our primary goals?
One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this by placing great importance on your questions and concerns. Your agenda is our agenda.
Q: What are we passionate about?
We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Q: Can you help with concentrated stock positions?
Yes. Many Silicon Valley professionals accumulate significant wealth through employer stock, stock options, RSUs, or equity compensation. We help clients evaluate diversification strategies while considering tax implications, risk management, and long-term financial objectives.
Q: How can a financial advisor help prepare for retirement?
A financial advisor can help create a retirement strategy that addresses income needs, investment management, taxes, healthcare costs, wealth preservation, and legacy planning. The goal is to help clients maintain confidence in their financial future while adapting to changing market conditions and life circumstances.
Q: Do you help business owners and entrepreneurs?
Yes. We work with business owners throughout Redwood City, Atherton, Palo Alto, Menlo Park, and surrounding communities. Our team helps address issues such as succession planning, retirement planning, liquidity events, cash flow management, and long-term wealth strategies.
Q: How often will we meet with our advisor?
Meeting frequency varies based on each client's needs and preferences. Many clients prefer ongoing reviews throughout the year, while others may schedule meetings around major life events, business transitions, retirement, or changes in financial circumstances.
Q: Do you work with multi-generational families?
Yes. Many of our clients seek guidance that extends beyond their own financial goals. We help families develop strategies designed to preserve wealth, support future generations, facilitate family discussions around financial stewardship, and coordinate legacy planning efforts.
Q: Do you work with technology executives and Silicon Valley professionals?
Yes. We frequently work with technology professionals, founders, executives, and employees throughout Silicon Valley. We help clients navigate stock compensation, concentrated stock positions, retirement planning, liquidity events, and long-term wealth preservation strategies.
Q: What is a fee-based financial advisor?
A fee-based financial advisor may receive compensation from advisory fees and, in certain situations, other approved sources of compensation. At Navigation Group, transparency is important, and we help clients understand how services are provided and how compensation works so they can make informed decisions.
Q: What areas does Navigation Group serve?
Navigation Group provides wealth management and financial planning services to individuals and families throughout Redwood City, Atherton, Menlo Park, Palo Alto, Woodside, Los Altos, Hillsborough, Silicon Valley, and the greater San Francisco Bay Area. We also work with clients across the country who value personalized financial guidance and long-term wealth planning. However, we serve clients all throughout the United States.