NavPoint Client Web Portal via MorningstarView your Assets Under Management with NavPoint as well as your NavPoint generated reports and invoices.

Right Capital – Access to your interactive Financial Plan.

Schwab Alliance – Access to accounts held at Schwab.

American Funds – Access to accounts held at the American Funds.

NavPoint Financial, Inc. is a SEC registered investment adviser. NavPoint Financial, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. NavPoint Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and third-party links. Accordingly, the publication of NavPoint Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as NavPoint Financial, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by NavPoint Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NavPoint Financial, Inc., please contact the state securities regulators for those states in which NavPoint Financial, Inc. maintains a registration filing. A copy of NavPoint Financial, Inc.’s current written disclosure statement discussing NavPoint Financial, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from NavPoint Financial, Inc. upon written request.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Throughout this website we have provided links to various other websites. While NavPoint Financial, Inc. believes this information to be current and valuable to its clients and is reasonably reliable and does not contain untrue statements of material facts, or misleading information. (FIRM NAME) provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. Some content may be dated. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.