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Advisor discussing health care retirement planning strategies with retirees in Southwest Florida

12 Jan The Role of Health Care Retirement Planning in Today’s Economy

The Role of Health Care Retirement Planning in Today’s Economy Health care costs have become one of the most important — and unpredictable — factors in retirement planning. In today’s economic environment, rising medical expenses, changing Medicare rules, longer life expectancies, and ongoing inflation have made...

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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

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Jan 23

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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

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

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Jan 19

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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

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

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Jan 16

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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

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