Confidence and Trust are the most important factors in decision making. That is why working with a Certified Financial Planner professional at Navigation Wealth Management is crucial. A CFP has the knowledge and experience to guide you through the various courses in the sea of financial services with your destination in mind.
We help individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Our clients benefit from our holistic approach to financial planning.
We help individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Our clients benefit from our holistic approach to financial planning.
Services
Luke E. J. Will was born and raised on a farm in Watertown, WI. His values and ideals were shaped by his hardworking family and are embedded into the relationships he builds with his clients. Luke has built Navigation Wealth Management with Kurt Zipp to deliver the "Navigation Way" of financial planning and asset management to his clients from all walks of life.
Anyone can use the title 'financial planner'. Only those who have fulfilled the certification requirements of the CFP Board can display the CFP certification after their name. This certification represents a high level of competency, ethics and professionalism along with being held to a fiduciary standard of care when providing financial planning services.
Reviews (4)
Blessing Nwankwo
Dec 02, 2021
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Mrs Lilian Wilson is sure a blessing into my life and that of my family, with minimum investment of $600, be rest assured to make your withdrawal of $7,200. After loosing my job I have no where to lay my heads upon until I was introduce to Mrs Lilian Wilson by a friend who advise me to invest into her bitcoin trading and now my life have really change. Visit Mrs Lilian Wilson on WhatsApp: +1 (315) 696-7425 Email: Lilianwilson220@gmail.com
Jamison Kaul
Nov 04, 2021
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Kevin Doherty
Nov 30, 2020
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Stephanie Keith
Sep 07, 2020
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Luke and his team treat have treated us as if we were their top client since our first interaction. The extra level of service they provide is so unique in customer service these days. They came to our house on our time (pre-Covid). Later we met via zoom and delivered the same level of service. They are always quick to respond to our questions. We feel confident about our financial future since investing with Luke!
