About My Practice
Navion Financial Advisors was formed in response to the growing public awareness that they needed to coordinate all their financial affairs, instead of addressing those matters individually, on a stand alone basis. With both individual and corporate clients, emphasis is placed on financial planning. There are many facets to financial planning. The one principal common to all of these areas is that decisions and the advice that results should only come after thorough examination of all pertinent factors. This labor intensive process requires not only the abilities of a Certified Financial Planner, but also that of a well trained, skilled support staff. This combination enables Navion Financial Advisors to serve a diverse mix of clients, helping them, and you, to achieve your financial objectives. The ability of a client to receive objective, unbiased advice without requiring investment minimums has been well received.
Our mission is to provide our clients superior financial planning and investment services that will enable them to achieve their personal and corporate goals. We do this by utilizing the financial planning process, then implementing the plan using extensive research and industry resources. We are proud of our professionalism and high standard of ethics.
We believe that the future is built in the present, and that working with a defined objective is essential to your success. There are no secrets to wealth creation. Common sense plus action and planning equals control.
Joel A. Larsen, CFP, AIF
Joel Larsen, CFP, AIF, specializes in comprehensive financial planning and investment strategies for individuals, businesses, and non-profit organizations.
21 years. Now serving clients in 22 states and Europe.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, Health/disability insurance: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, Fixed annuities: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, Variable annuities: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary
Considerations: Hourly, as needed financial planning; ongoing financial planning; fee based asset management. Fiduciary services. Insurance products have commissions.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.