Meeting Sponsor for June 4, 2012 - Steve Raymond

Financial Planning - Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want ongoing assistance. Most want to know what it is they are paying for, and how much. By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service you desire.

Investment Management - Our investment approach can best be described as Tactical Asset Allocation. While we believe that it is not possible to “time the market” on an ongoing basis, it is possible to exploit changes in economic conditions by adjusting portfolio holdings. Investment Management is a separate service from Financial Planning.