At Navigator Financial Group, we believe financial planning is about more than numbers — it’s about people, purpose, and the life you want to build.

As a team of financial advisors serving the St. Louis area, we focus on providing personalized financial guidance aligned with your goals, priorities, and circumstances. Whether you’re preparing for retirement, supporting your family, or navigating complex financial decisions, our team is here to help you think through your options and next steps.

Our approach is built on:

• Listening first — understanding what matters most to you
• Clarity and education — breaking down complex financial topics
• Ongoing relationships — staying connected as your needs evolve
• Community involvement — supporting and engaging with the St. Louis community

We aim to be a consistent resource as you navigate your financial journey.

Ready to start a conversation? Connect with our team today.

Planning for a loved one with special needs often involves additional considerations — including how financial decisions may impact eligibility for benefits and long-term support.

At Navigator Financial Group, we work with families, caregivers, and individuals to explore special needs financial planning strategies based on their unique situation. Our approach is focused on education, coordination, and helping families understand available options.

Areas we commonly discuss include:

• Government benefits considerations such as SSI and Medicaid
• Special Needs Trusts and how they may be used
• ABLE accounts and savings strategies
• Long-term financial considerations
• Ways family members can contribute financially

We also support and participate in organizations and events that serve the special needs community in St. Louis and beyond.

Every situation is different, and thoughtful planning can help families better understand their choices.