Navigator Financial Services is an independent firm and local business based in Mooresville, serving the mountains and Piedmont regions of North Carolina. Specializing in long-term care and life insurance, they provide a host of retirement services to both young and senior citizen clients.

As a private firm, they are not linked to any specific financial company, and this gives them the freedom to find the most reliable and cost-effective solutions for all their clients. Their full list of services includes long-term care planning, life insurance, Medicare supplement insurance, tax-free retirement planning, annuities, health insurance, home and auto insurance, disability insurance, group coverage, general liability, workers’ compensation plans, business insurance, inland, marine, and renters’ insurance. Their focus is not on rendering a single transaction, but rather, in taking you on as a trusted lifetime client. Their one-on-one consultation rule means they take care of all their customers and view each one as a valued client. This results in discretion and professionalism, confidentiality and annual and semi-annual reviews. Your first consultation is free of charge. The service they provide at this time involves a fact-finding assessment of your financial situation, the understanding of your short- and long-term goals, analysis of the goals, and educating you on what is required to reach those goals. They will then research the best solution for you and help you implement it, as well as monitor your situation periodically.

The expertise at Navigator Financial Services is rooted in knowledge of senior solutions, estate planning and taxation strategies, wealth preservation, special needs solutions and tax-free retirement planning. If they feel it is necessary, they will also call on the knowledge of external consultants such as attorneys and CPAs to ensure they are helping you in the best way possible. Whether you wish to provide the basic level of protection for your family, or if you want to plan far into your financial future, Navigator Financial Services are the specialists you need to visit.