Schedule a call with us today, and we can help you define your ideal retirement based on your goals and dreams - on what's most important to you. We'll examine all aspects of your current financial situation to determine your retirement income needs, now and for the future. We'll build a strategy from scratch, designed to help you meet your goals and stay on track no matter what life may throw at you.
We're with you every step of the way as we put your custom financial strategy to work, keeping you updated and informed. We'll meet with you regularly, monitoring your strategy and providing ongoing modifications to help make sure your plan stays on track. At Nova Wealth Management, we believe long-term financial security calls for thorough planning.
We're with you every step of the way as we put your custom financial strategy to work, keeping you updated and informed. We'll meet with you regularly, monitoring your strategy and providing ongoing modifications to help make sure your plan stays on track. At Nova Wealth Management, we believe long-term financial security calls for thorough planning.
Services
Founded by James and Amy Novakovich in 2011, Nova Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families live out their faith and achieve their ideal retirements. Drawing on nearly 20 years of experience, James helps clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Strategic retirement planning is essential to help meet your goals. Nova Wealth Management will evaluate your current situation and help you identify potential sources of income in retirement - such as a pension, Social Security and retirement savings. Whether you live in Chicago, IL or Bonita Springs, Marco Island, Naples, Fort Myers, Estero and any of the surrounding areas, we're here to help you feel confident in your financial future.
When it comes to retirement planning, it's never too early to start saving. The earlier you start investing, the more time your retirement savings will have the potential to grow. You may even be able to take advantage of compound earnings by investing early and staying invested. Nova Wealth Management uses your unique goals, current financial picture and risk tolerance to create an individualized investment portfolio.
Finances are one of many things that change when you retire. The good news is, proper planning can help you mitigate these changes with ease. As a retiree, you have the power to decide how much you want or need to withdraw from various retirement plans, meaning you'll have some control over tax situations.
Everyone leaves a legacy. The way you live your life may have lasting effects on your loved ones, whether you are wealthy or not. If you are married, have children, own a house or have investments or titled property, a personalized estate plan is essential to protect you, your loved ones and your assets if the unthinkable happens.
Reviews (5)
Brittany Cordero
Apr 25, 2021
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My father and I had funds with our bank Wells Fargo, for about 10 years, we never really paid attention to the account. Just put the money there and let it go, Wells Fargo never really updated us much; which we did not realize until my mothers passing; we just thought she kept it all aligned. Well after her passing, we started looking into things, and realized this account we opened had barely grown at all in 10 years! I reached out to Nova and they were great helping us get everything we needed from Wells Fargo and we opened our new account with them with investing. We have made more with them
Erin Thomas
Apr 20, 2021
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The original person I worked with suddenly left the company without notice from him or the firm. I received no contact from the firm for more than two weeks. When I was able to discuss my expectations with our new account manager, she said she was unable to help me. I was left to handle all of my positions on my own and close up all the loose ends. The office manager, however, was helpful and courteous.
Denise Miller
Jun 01, 2020
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Ryan Bradley
Feb 01, 2019
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Seriously cannot believe no reviews !!! The Best kept secret is out, this company from every employee I have ever dealt with all the way to the top are just good people with your best interest in mind. Not to mention the benefits of making you more financially stable in the present and always looking to the future.
Ryan Hesselberg
Aug 20, 2018
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