We’re experienced field guides who’ll walk you or your company through the forest of options available,
and show you the hidden paths toward powerful tax advantages and shelters.

Naviguide is different than any financial advisory you have experienced


The world of insurance and benefits could be confusing.

At Naviguide, we identify and illuminate the rugged terrain that leaves most people
frustrated and under-protected.

We are an independent insurance and group benefits advisory.  We specialize in guiding our clients to the best forms of life insurance, disability insurance, critical illness coverage, group benefits, and travel insurance based on their needs. If you have special needs, we have special coverage. (i.e. medical coverage to speed access to diagnostics, specialists & surgeries, insurance for people who are hard to insure, specialty travel insurance)

We have access to hundreds of options and we provide a depth of service unlike any other. We are also a proven and successful guide for group retirement plans

We select only a limited number of clients each year to maintain an exceptional level of service. Our clients are business owners, self employed people, people who need estate planning, and people who are active (runners, cyclists, skiers, kayakers, etc).

Guiding our clients to get the best insurance and benefits plan available to them.