About MoneyNav

The Guide to Your Financial Life

About Us
73% of Americans
Rank finances as the number
one source of stress in their life

(SOURCE: 2021 Capital One CreditWise Survey)

Who We Are

We are a group of independent retirement plan advisors who believe everyone deserves access to reliable, valuable, and down-to-Earth financial guidance and advice so they can achieve financial security for today, tomorrow, and their long-term future.

We believe:


Financial education and wellness should be available to all individuals, regardless of income level or employment status.

Financial education and advice are important employee benefits that organizations should offer to their staff for a mutually beneficial relationship and successful corporate culture.

Financial success starts with a solid foundation. Our goal is to provide valuable content across various mediums – articles, infographics, videos, and worksheets on all topics that cover a financial plan and are vetted by licensed advisors.

We're Here to Help!

Whether you are an individual looking for resources to help you achieve your personal financial goals, an employer who wants to enhance and broaden your employee benefit offering, or an independent advisor who believes in the importance of financial wellness programs and are looking for industry leaders to help build and deliver a worthwhile program for your clients, MoneyNav has services and tools to help!
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Author Profiles

 

Beth Rehbehn, CPFA

Beth Rehbehn, CPFA

Director of Financial Wellness

AFS 401(k) Retirement Services, LLC

View Profile
Alex Assaley, III, AIF®

Alex Assaley, III, AIF®

Managing Principal

AFS 401(k) Retirement Services, LLC

View Profile
Jim Keenehan, AIF®, CPFA

Jim Keenehan, AIF®, CPFA

Sr. Consultant

AFS 401(k) Retirement Services, LLC

View Profile

For Individuals

As an individual user on MoneyNav, you have a customized and dynamic toolset to help you along your financial journey.

Start Here >

For Employers

Financial stress is on the rise and employees are looking to their employers for guidance. We have the resources
to help!

Learn More >

For Advisors

Our MoneyNav team is always open to engaging with independent advisors who believe in and support our mission, vision, and values.

Contact Us>

© 2023 MoneyNav LLC
Website by Yoko Co.

Form CRS: Client Relationship Summary

The Advisors listed on this site may discuss and/or transact business only with residents of states in which they are registered. For a list of state registrations, please visit each Advisor’s website listed in the Author Profile section. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor

Check the background of each Advisor listed on this site on FINRA’s BrokerCheck.