Our Services

Financial services for dentists, medical professionals and business owners.

14 Reasons Dentists Should Work with Us
14 Reasons Dentists Should Work with Us

Financial Life Planning


At Navipath Financial, each of our comprehensive investment portfolios and financial plans are fully-customized to help you live your best life now while working to meet your long-term goals and priorities. We offer trusted guidance and objective advice with open communication and full transparency. We’ll make sure all of your questions are answered, your needs are met — and then plan to meet with you regularly to make sure everything is staying on the right path.

  • Tax management
  • College funding
  • Goal funding
  • Estate planning
  • Charitable giving
  • Retirement planning
  • Tax strategies
  • Disability income
  • Long-term care
  • Distribution strategies
  • Survivor income needs

Portfolio Management

Steadfast Personalized Investment Platform

Once we know your financial goals and have completed a risk assessment, we’ll build a customized investment portfolio that’s just right for you. You can access real-time statements and customized reports, along with everything you may need, in one centralized location that can be accessed any time of day or night.

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FETCH Financial Life Hub

Fetch Financial Life Hub

Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that can be accessed any time of day or night.

Retirement Plan Services

Retirement Plan Services

We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

Business Consulting

It’s been our belief through the years that better planning, better strategy, better management and better protection yields an overall better result.

  • Financial coaching
  • Cash management
  • Debt management
  • Practice planning
  • Succession planning
  • Retirement plans
  • Key person insurance and bonuses
  • Deferred compensation

For Women

StrongHER Money

Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless.

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Complete List of Services
Financial Checklist

How do you measure up? Are you prepared? Review the checklists below and then contact NaviPath to set up a time to discuss your business and all the ways we can help build and secure your financial future.

Early Career


Late Career

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Here at NaviPath Financial, we seek to serve each and every client as an individual who matters. Contact us today!