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We deliver customized investment advice and strategies.
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What We Can Offer You
We are able to provide a wide array of comprehensive financial services.
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Our Professionals
With over 20 years of combined financial expertise, you are in good hands.
Learn MoreUnderstanding Today's Financial Environment
Hello, I am Tom Jahn, founder of the Jahn Navigation Group. I understand that individuals face unique challenges as they strive to build wealth and plan for the future. I built the Jahn Navigation Group to assist my client’s in charting a path to financial independence through sound advice, portfolio construction and risk management. I pride myself on providing superior service, the highest quality products and customized strategies. I look forward to working with you through all of the stages of your life.
Contact UsHelpful Content
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.