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Navigation Wealth Management

2038 Caribou Drive Suite 100
Fort Collins, CO 80525

Phone:

970.672.1236

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COMPASS Account Access

Consolidated Online Maximized Personal Account Simplification System

Contact Us

Please feel free to contact us with any questions.

Charting Your Financial Future

Offers tips to couples with opposite financial styles for finding balance.

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Describes financial burdens associated with end-of-life care and funerals.

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Explains expanded uses making 529 plans more flexible.

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Explains how future tax rules may impact deductibility of charitable donations.

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How much life insurance would you need to produce a sufficient income stream for your family?

This calculator can help you determine how soon you can pay off your mortgage.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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