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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

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Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Contact

Office: (714) 352-0380

Fax: (714) 641-1744

151 Kalmus Drive

Suite C145

Costa Mesa, CA 92626

Series 7, 63, 24

brian@navigatorlegacypartnersllc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Michigan, Nevada, Oregon, Pennsylvania, South Carolina, Texas, and Washington.  Insurance related services may only be provided to individuals residing in the states of: Arizona, California, Colorado, Connecticut, Michigan, Nevada, Utah and Washington.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Securities offered through registered representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Advisory services offered through Navigator Legacy Partners, LLC, a Registered Investment Advisor.  Navigator Legacy Partners, LLC and United Planners are not affiliated.