Naylor & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

James Rex Naylor Jr

James Rex Naylor Jr

CFP®

Private Wealth Advisor

Chief Executive Officer of Naylor & Associates
Visit James Rex Naylor Jr's website

Team

Becca Booher

Becca Booher

Financial Planning Assistant

Melissa Kerstetter

Melissa Kerstetter

Client Service Coordinator

Steven Schaaf

Steven Schaaf

Practice Manager

Lauren Naylor

Financial Planning Assistant