Federal Retirement Planning

Legacy Planning for Federal Retirees: Ensuring a Smooth Transition for Your Family Federal employees have access to one of the most comprehensive retirement benefit packages in the country. But even the most well-structured retirement plan can fall short without a clear legacy and estate plan. For...

TSP vs. IRA: Which Makes Sense for Federal Retirees in Florida? For federal employees and retirees living in Southwest Florida—including Bonita Springs, Naples, Marco Island, Estero, and Fort Myers—the Thrift Savings Plan (TSP) is often one of the largest components of retirement wealth. But many federal...

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No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.

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🎉🎂 Happy Birthday, Scott! 🎂🎉Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨💙 Your Nova Wealth Management Team#HappyBirthday #TeamNova #AdvisorLife #CPA #NovaWealthManagement #Grateful
The office is closed, but we’re still out meeting you. Thank you Bonita National for hosting us today. We took the time to meet and answer questions, and even provide referrals to experts that we know.Do you want to see us in your community? Let us know below!☎️ 1-888-677-9910
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In observance of Presidents Day, our office will be closed on Monday, and the U.S. stock markets will also be closed for the holiday.We’ll resume normal business hours on Tuesday and look forward to connecting with you then! If you need assistance, feel free to leave us a message and we’ll respond promptly when we return.Wishing everyone a meaningful Presidents Day as we reflect on the leadership and history that continue to shape our nation.📈 Markets reopen Tuesday
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