Financial Success for Pharmacists

Pharmacists treat the Whole Patient

So why are you making decisions for your own financial well being in pieces?

Pharmacists & Pharmacy Technicians

Together, let's address your concerns and get you started on the path to success:

Comprehensive Financial Planning
Disability Income (DI) Insurance [10% Discount for NCAP Members]
Education Savings Strategies - such as a College 529 Plan, Coverdell, UGMA, or UTMA
Estate / Legacy Planning
Fixed, Indexed, and Variable Annuities
Investments - such as stocks, bonds, mutual funds, ETF’s, etc.
IRA / Roth IRA / Rollover IRA / Stretch or Inherited IRA
Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole)
Retirement Analysis (Planning for and Living in Retirement)
Special Needs Planning

Start your Planning Process Here

Pharmacy Owners & Managers

Your years of dedication deserve a closer look at:

401(k), 403(b), 457, Cash Balance Plans / SEP IRA / SIMPLE IRA
Business Overhead Insurance / Group Disability Income Insurance / Key Person Insurance
Executive Bonus / Split Dollar / Deferred Compensation Plans
Investments - such as stocks, bonds, mutual funds, ETF’s, REIT’s, etc.
Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole)
Succession Planning

Here are your 7 Steps to Retirement

Your financial health is just as important as your medical health, which is why Navigon is dedicated to understanding your individual situation and protecting your financial state for years to come.

Developing a financial plan and strategy is imperative to helping you fully realize your financial goals and dreams.

SAVE

Navigon can help you assess your debts and income streams to help you design a savings strategy that works for your lifestyle.

GROW

Tap into the perfect vehicle to accelerate your accumulating wealth.

PROTECT

Navigon can help you identify future threats to your financial well being - and can help you protect your long term plans.

ENJOY

Building wealth is only second to actually enjoying it. Let's set goals that are meaningful to you.

<b>Daniel J. Lee, R.Ph., MBA</b> Financial Advisor

Daniel J. Lee, R.Ph., MBA Financial Advisor

Former pharmacist and current financial advisor, Daniel leans on his experience in the medical field as he considers the full financial health of each of his clients.

An alumni of UNC Chapel Hill and the Fuqua School of Business, Daniel takes a holistic view to help his clients realize a greater sense of financial security.

Daniel is FINRA Series 7 and 66 licensed in NC, SC, VA, MD, KY, FL, TX, PA, OH and MI along with Life & Annuity, Variable Life & Annuity, and Accident & Health or Sickness which gives him the ability to offer insurance and investment options that are suitable and appropriate for each client’s best interest.

How can I help you on your path to becoming more financially secure?

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