Navigation Financial Group
Wealth Planner
214-621-4596 hfranklin@navigationfinancial.com
BIOGRAPHY
- Financial Advisor since July 2001
- Designations:
Accredited Asset Management Specialist
Certified Divorce Financial Analyst
Chartered Retirement Plans Specialist
Accredited Wealth Management Advisor
Behavioral Financial Advisor
- Licenses:
Series 7 and 66
Education:
B.B.A. and J.D. from Texas Tech University
- Memberships:
Rotary Club of Park Cities and the Junior League of Dallas
SOLUTIONS
Objectivity is central to my approach. I have access to a wide range of investment programs and services including 1031 exchange investments. Because there is never any pressure to recommend any particular investment, we can explore a broad array of investment vehicles and identify those that may best fit your situation. I help my clients with their financial planning, comprehensive investment planning, risk management, and help ensure all plans are in line with our clients’ core values.
SERVICE
My commitment to personalized service is rare in this digital age. My clients deserve a one-on-one service experience that is perfectly balanced with a progressive approach to financial planning, comprehensive investment planning, and risk management.
PHILOSOPHY
Clients thrive in an environment where their ideas and questions are valued. This foundation of open communication and trust fosters a client-centered adviser relationship that stands the test of time. By prioritizing transparency and collaboration, clients gain confidence and appreciation for the process of planning for their future.
GROUPS I COORDINATE:
Monthly Client Events and Seminars, Junior League of Dallas Gourmet Dining Group, Financial Advisors Lunch and Learn, Happy Explorers Travel Club, & the Lunch Connections Networking Group