Broker Check

Pharmacists treat the Whole Patient

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

Pharmacists & Pharmacy Technicians

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
Pharmacy Owners & Managers

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

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?

Thank you!
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