Confidence and Trust are the most important factors in decision making. That is why working with a Certified Financial Planner professional at Navigation Wealth Management is crucial. A CFP has the knowledge and experience to guide you through the various courses in the sea of financial services with your destination in mind.
We help individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Our clients benefit from our holistic approach to financial planning.
We help individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Our clients benefit from our holistic approach to financial planning.
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Luke E. J. Will was born and raised on a farm in Watertown, WI. His values and ideals were shaped by his hardworking family and are embedded into the relationships he builds with his clients. Luke has built Navigation Wealth Management with Kurt Zipp to deliver the "Navigation Way" of financial planning and asset management to his clients from all walks of life.
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Anyone can use the title 'financial planner'. Only those who have fulfilled the certification requirements of the CFP Board can display the CFP certification after their name. This certification represents a high level of competency, ethics and professionalism along with being held to a fiduciary standard of care when providing financial planning services.
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