Navien Financial

Services Offered

• Insurance-based financial strategies
• Estate planning
• Tax planning
• Investment planning
• Gifting strategies

About

Navien Financial is a financial consulting firm based in Boston, Massachusetts, dedicated to addressing the complex financial needs of affluent families and closely held businesses. The firm specializes in the design and implementation of insurance-based strategies that enhance clients' estate, gift, tax, and investment planning. They provide sophisticated insurance solutions and unique planning concepts to meet various client needs, including estate and tax-efficient strategies. Navien Financial serves high-net-worth individuals and families, focusing on maximizing gifting and financing aspirations.

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