Client Benefits

John Navin's clients receive superior service with a more personal approach. Here are just a few things to look forward to when you become a client:

On a monthly basis, you will receive a personalized newsletter from John and his team. Their newsletter will contain pertinent financial market information, but you will also find funny stories about John and his family under the Gossip section. Rumor has it there are some funny client stories/pictures from a recent client party – keep your eyes open at the next event for the camera.

In addition to the newsletter, you will also receive an activity calendar. With John having multiple offices, our clients enjoy knowing when he will be in certain parts of the country. It also shows all upcoming events and workshops. Have a charity event or something you’d like to add? We’d love to include it. Send it to john@johnnavin.com.

On a quarterly basis, John's clients receive a check-in phone call and a personal note. John likes to stay current with his clients on a personal level – everything from new grandbabies to golfing events.

John will review your portfolio during your annual review to discuss performance and life changes that may alter your financial needs. Some clients like to see him quarterly.  Depending on your current situation you can rest assured that John Navin will stay by your side through the years.

Beyond John’s own practice, you will also have access to local experts on everything from attorneys to fitness trainers to community events. John takes great pride in bringing people together and sharing services.

Client service is something that has gone by the wayside these days, but John’s team provides the BEST service possible. From having a real person answering the phone to returning messages, John and his team take great pride in not only providing great service but knowing every client on a first name basis.

Perhaps the most fun are John’s events, parties and charity organizations. John likes to have an event or workshop for his clients every quater. They’ve done everything from a Mardi Gras Murder Mystery Dinner to workshops on funding your trusts. When you get your invitations, check to see if the event is open to just clients or if you can bring a friend. By providing private and public events, his clients not only get to build a better relationship with John but also with each other.

John Navin & Associates—Solid Financial Strategies to Help You Grow.