The Navist Group at Waddell & Reed

The Navist Group at Waddell & Reed

(402) 926-0310
Navistgroup@wradvisors.com

NAVIST GROUP:  Derived from "Navis", Latin for "ship" and the origin of "Navigate".

We believe that the best approach to managing your money is to start with listening.  We also believe that it takes a team of knowledgeable and experienced professionals to craft a personalized financial strategy based on your dreams.  You don't need to know every detail of what you envision for retirement, we know that life happens and plans change.  That is why the plans that we craft are meant to be flexible, helping you navigate through any stage.  Our planning process is interactive and constantly updating to reflect your situation in real time, helping us to help you with your financial decisions.

Regardless of your life stage, income or goals, our team can work with you to create a customized financial plan to help you manage your short-term goals, long-term aspirations and navigate your financial journey.

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