Welcome to John Navin & Associates, Inc.
Investment & Retirement Planning

John Navin & Associates specializes in helping successful individuals achieve more.  Many end up investing and planning haphazardly instead of working through a comprehensive strategy that systematically eliminates the concerns that face individuals, their families and their businesses. The thought of adding one more item to their task list is daunting, to say the least.  By utilizing John Navin’s proven strategies clients realize the benefit of creating a plan that aligns your vision with your investment philosophy. An efficient plan incorporates your other advisors, capitalizes on market trends, reduces taxes and fees, delivers results that you can count on and allows you to leave a legacy that meets your vision.

 

John Navin & Associates realizes that to be completely effective you must be completely clear.  Clear on what your areas of expertise are, clear on what you can and cannot deliver, and clear on what clients can expect from a company that cares.  Understanding and committing to four core values drives their client’s success.

Relate
Ranking number one out of our four philosophies is RELATE. John knows what his clients want, have, what their vision is, what they read, what they want to impact, and how they want to live. Only by learning and connecting with clients can you truly develop, build and create their legacy.

Lead
John Navin & Associates didn’t get to be one of the best financial practices in the United States by chance – it came from leading our clients and our industry with the most cutting edge strategies. By working with the best investment companies, only the highest rated insurance companies, the most innovative software and planning tools, can we ultimately lead each of our clients to their own unique definition of success.  By leading, we truly deliver on our promise to our clients – to understand their vision, create a plan, implement, and achieve.

Strategize
By creating and building his own client-custom strategy over the last 17 years, John Navin has been extremely successful in taking his clients from accumulation to significance. By approaching his planning in “years”, being able to see and understand the big picture, he has developed a strategy that allows all of your planning needs to be addressed at specific times, tactically, efficiently, and effectively.  By working with a team of highly sought after specialists, John knows his clients' affairs are clearly in order, their income needs are taken care of, and their taxes are minimized now and at their passing.  We must always be a student of life, learning, and associating with people who have the best strategies.  In a fast paced world with new ideas, you can’t just settle.

Grow
“Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” ~ Benjamin Franklin.

John Navin & Associates is continually seeking growth – as individuals, as a company, and alongside our clients. Through education, life experiences, associations, events, and relationships we’re able to make differences in our clients’ lives, their families, our families, and our communities.

Discover what motivates and drives you.  How do you want to be remembered?  What type of footprint will you leave for your children?  Create a system that will live long after you do.  Take care of today, while building towards a bigger future.

Registered Investment Advisory services offered through Trustmont Advisory Group, Inc.
All securities offered through Trustmont Financial Group, Inc. (Member FINRA/SIPC) 200 Brush Run Road, Greensburg, PA 15601 (724-468-5665)