Naylor & Associates

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

James Rex Naylor Jr

James Rex Naylor Jr

Private Wealth Advisor

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