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> Financial Planning |
College Planning |
Retirement Planning
Estate Planning
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Life is full of dreams and aspirations: getting married, raising a family, buying a home or having a vacation home, educating children, and enjoying the retirement years. Having a
strong financial plan can help make your dreams come true. Our financial advisors can help you create your plan and help you get started.
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Investment Planning
Today, there are hundreds of products from which to choose. Determining which investment product or combination of products is right for you can be difficult and exhausting. Our advisors will develop an investment strategy that:
- Helps you reach your destination regardless of where you start or how close you are to retirement;
- Prepares you for major life changes and major purchases;
- Balances your goals with asset allocation and diversification decisions to meet your needs and risk tolerance;
- Reduces taxes and helps you keep more of your earnings.
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Education Planning
Higher education is a dream we have for all of our children and grandchildren. The costs are getting more and more expensive. As a result,
more options and choices are becoming available to help pay for children's or grandchildren's educations. Our advisors will help you understand
all these options and assist you in developing a plan to start saving so that you:
- Understand all the tax advantages available and make sure all your college savings dollars can be used towards a college education;
- Maximize your use of the various college savings plans by knowing income restrictions, contribution limits, and other factors;
- Understand financial aid implications and how college savings plans impact your qualification.
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Retirement Planning
The sooner you start planning for retirement the better. The decisions you make today will determine how you spend your "golden years". Whether you are just
starting to plan, nearing retirement, or already retired, you can get the help you need with our financial advisors. Start focusing on your future today:
- Identify your retirement needs and develop a retirement savings budget;
- Develop an investment strategy and get started right away;
- Plan for your beneficiaries and protect your assets for the next generation.
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For more information or to open an account, click on NOVA Advisors or please call 1.866.998.3998. NOVA Advisors, LLC is an independent firm.
Securities are offered through Raymond James Financial Services, Inc.
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NOVA Bank, NOVA Financial Services, Inc. and NOVA Advisors, LLC, are independent of Raymond James
Financial Services, Inc. Through the professionals at NOVA Advisors, LLC, our customers have access to a
full-range of financial and investment strategies. Raymond James Financial Services, Inc. is a registered
broker/dealer and a FINRA/SIPC member.
Securities offered are not deposits, not insured by FDIC or any other governmental organization, not
guaranteed by NOVA Bank or NOVA Financial Services, Inc., may lose value and are subject to risks, including
the possible loss of principal.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions
for which they are properly registered. Therefore, a response to a request for information may be delayed.
Please note that not all of the investments and services mentioned are available in every state. Investors
outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that
are not addressed on this site. Contact NOVA Advisors, LLC for information and availability.
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| Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
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