The Most Common Mistakes Federal Retirees Make (and How to Avoid Them in Florida) Federal retirement is one of the most benefit-rich systems in the country — but it’s also one of the most complex. For federal employees retiring in Southwest Florida, including Bonita Springs, Naples,...
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.
We’re in downtown Naples today at the beautiful Hyatt House. Scott and Amy have our guests learning the tricks to survive and thrive in retirement.
☎️Call us at 239-444-1794
💻Book with us at info@novawealthmanagement.com
#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning
Feb 2
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
Receive timely updates on investment strategies, tax planning tips, and retirement guidance from our team of wealth management professionals. Subscribe today to stay ahead.
