When you work with Nova Wealth Management, our team will become your partner in achieving long-term financial security. We are dedicated to helping you succeed and reach all of your goals for a comfortable retirement with our Nova Wealth Navigator process.

From the beginning, we’ll work with you on an individual basis to evaluate your current financial situation and help you define your ideal retirement. We’ll guide you as we create financial goals together to make your retirement dreams a reality.

Our team of financial advisors in Bonita Springs will incorporate the following services to develop a strategy designed to meet your goals:

• Income planning: We’ll identify potential sources of income for your retirement, including social security, retirement savings and pensions, to ensure you have an inflow of money.
• Investment planning: Considering your current finances, retirement goals and risk tolerance, we’ll establish an investment portfolio that meets your needs.
• Tax planning: Using tax diversification strategies, we’ll work to reduce your tax liability so you can pass wealth on to the next generation in a tax-efficient way.
• Health care planning: Together, we’ll determine your potential future needs for health care and ensure you’ll be able to cover expenses for the care you require.
• Legacy planning: We’ll be prepared when the time comes, so we can collaborate with estate planning attorneys to distribute your wealth according to your wishes.

Once your new wealth management plan is in place, we’ll take the reigns. Our team will continuously monitor your progress and make modifications to keep your plan on track. We’ll keep you informed with regular updates so that you can feel confident you are on the path to living the retirement you’ve always wanted.