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Navigation Wealth Management

2038 Caribou Drive Suite 100
Fort Collins, CO 80525

Phone:

970.672.1236

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Contact Us

Please feel free to contact us with any questions.

Contact Us

COMPASS Account Access

Consolidated Online Maximized Personal Account Simplification System

COMPASS

Calculators

You can review interesting calculators on my site.

View Calculators

Charting Your Financial Future

Navigation Wealth Management logo

Charting your financial future

At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams of income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.

How Long Will It Take to Pay my Balance?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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