Our Values: Financial Guidance Rooted in Care, Clarity & Community
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.
Supporting Families with Special Needs: Planning with Purpose & Care
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.
FAQ for special needs families
Families often have important questions when planning for a loved one with special needs. Our team is here to help answer:
- How can family members provide financial support without affecting benefits?
- What happens when my child turns 18? Do we need guardianship?
- How do we think about long-term care and financial considerations?
- Who may help manage care and finances in the future?
- Is it ever too early or too late to start planning?
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
St. Louis Office
- Phone:
- 314-546-0922