Red Flags to Watch for in Legacy Estate Planning Legacy estate planning is meant to bring clarity, protection, and peace of mind — not confusion or unintended outcomes. Yet many families unknowingly carry risks within their plans that only surface during times of stress or transition. At...
10 Common Mistakes to Avoid in Legacy Estate Planning Legacy estate planning is about more than documents — it’s about clarity, coordination, and ensuring your wishes are carried out in a way that supports the people and causes you care about most. Yet even well-intentioned plans...
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.
Our advisors Judd Garrett and Amy Novakovich are presenting tonight at the beautiful Park City Club in Dallas. We serve clients throughout the United States, and also at our offices in Naples, FL, Bonita Springs, FL and Dallas, TX.
We look forward to seeing you at an upcoming event!
#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement
Jan 23
Today, we honor the life and legacy of Martin Luther King Jr. 🇺🇸
Dr. King’s commitment to service, equality, and unity continues to inspire meaningful progress in our communities and beyond.
📅 In observance of Martin Luther King Jr. Day, our office is closed today, and U.S. financial markets are also closed. We will reopen and resume normal business hours when the markets reopen tomorrow.
Thank you for your understanding, and we hope you take a moment today to reflect, serve, and honor Dr. King’s enduring message. 🤍
#MLKDay #MartinLutherKingJr #DayOfService #HonorAndRemember #MarketHoliday #OfficeClosed #Community #ServiceAboveSelf #NovaWealthManagement
Jan 19
We’re out today at The Cascades, meeting our community. It’s an open event if you’re in the area! We’d love for you to stop by and meet us and the other vendors.
Happy Friday! 🥳
#REDFridays #remembereveryonedeployed #RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #finance #retirementplanning #retirement
Jan 16
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