THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER WAUSAU, WI AREA

NAVI DOWTY

Investment Advisor Representative

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  • Navi@NaviDowtyAssociates.com

  • 630-893-4142

  • 290 S. County Farm Rd
    Suite P, Wheaton, IL 60187

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We specialize in the ABC Planning Process and ABC Model of Investing. We provide planning and guidance for those conservative investors who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $250,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money or run the risk of ruining your lifestyle during your leisure years. We have helped many individuals and couples, at all economic levels, to enjoy a worry-free retirement knowing that their money is working hard and smart, and ready for them when needed.

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OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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