Your Benefits, Your Wealth,
Your Life

A good group benefits and pension plan, in order to be customized to the needs of the company, must address its needs at all levels - corporate, executive and employee.

For this reason, we understand the requirements of each of these levels, and how they all fit together.

In addition to our value-added and one-to-one counsel with employees, we also offer comprehensive wealth management services for individuals, which include:

  • Custom wealth planning aligned with your group benefits plan and personal goals
  • Wealth and succession planning for business owners
  • Investing needs assessment and planning
  • Tax efficiency strategies and estate planning
  • Integrated insurance solutions

Articles of Interest


Brian Brophy, President
Navigo Financial Solutions

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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.