Step 1: Fact Gathering

While we gather information on the company and its employees for the company's group benefits and retirement plans, we also meet with executives to learn more about their needs.

After signing a confidentiality letter, we learn about executives':

  • Personal finances and wealth goals
  • History, plan usage and current personal health
  • Compensation and current benefits in relation to employees
  • Retirement plans and income needs

Learn more >

[ - ]

Step 2: Informed Decision

We ensure you make the right decision for your wealth as an executive, by presenting and interpreting multiple solutions that include:

  • Individual or group executive plans for benefits and retirement
  • Alternative risk and income options for pension investments
  • Specialty benefits and insurance programs

Learn more >

[ - ]

Step 3: Plan Implementation

Once the executive and group plans are decided upon, we set both in motion by coordinating various operational and educational tasks amongst our team.

Executive plan implementation includes:

  • Confirming all enrollments and buy/sell agreements
  • Initiating account transfers
  • Conducting plan information sessions for executives

Learn more >

[ - ]

Step 4: Regular & Ad-Hoc Reporting

Executives can rely on diligent monitoring and reporting that ensures your individual and group plans remain relevant. This service is part of the regular and ad-hoc reporting process that we provide for all group benefits and group retirement plans.

This includes the following:

  • Disability Management Report for self-funded short-term disability plans
  • Health Risk Assessment on drug claims by employees
  • Quarterly claims reports
  • Proactive Plan Option Reports outlining cost-saving opportunities
  • The Benchmark Report, a single chart with information on large accounts
  • Report Cards comparing benefits and compensation to stay competitive
  • Custom reports requested by clients

Learn more >

[ - ]

Step 5: Ongoing Support

In addition to the proactive communication, mediation and periodic meetings conducted while your group plans are active, we also provide executives ongoing support that includes:

  • Telephone and in-person meetings to review and update plan
  • One-to-one consultation on executive benefits and retirement

Learn more >

[ - ]

Articles of Interest


Brian Brophy, President
Navigo Financial Solutions

Click to view


What makes Navigo right for your business?

Improve Efficiency with NavigoOS

Our all-in-one human capital management cloud-based software platform adds efficiency and significant cost reductions to payroll, benefits and pension administration, time and attendance, vacation allotment and full HRIS.

Maintain Cost Containment Initiatives

Benefit from cost-effective alternatives from our Competitive Analysis report, and help control long-term increases and liabilities with our integrated Employee Wellness Initiatives.

Gain Complete Visibility

Get easy-to-use reports, forms and overviews. We create Custom Communication Documents to fit your needs and preferences.