Services
Providing Everything You Need
Our Scope of Expertise
We offer a comprehensive suite of products and services, including:
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401(k) rollovers
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Tax Advisory and Preparation
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IRAs
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IRA rollovers
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Legacy planning
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Life insurance
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Long-term care
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Retirement income planning
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Social Security maximization
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Multiple Employer Plans (MEPS)​
403(B) Assistance
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Income Gap
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Inflation
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Underfunded Pension Funds
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Undereducation
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Outdated Products and Services
Novus Financial Group focuses on tending to all these potential problems teachers might face in retirement. First and foremost, our goal is to plug the gap between your working salary and your retirement income. If your pension only covers 60% of your current salary, we need to find a way to cover that leftover 40% with a supplemental source of income. That’s where we come in, educating you and offering products to fill that hole and keep it filled as you become your own payroll department in retirement.
The only difference you should notice in retirement is that you don’t have to wake up and go to work.
Medicare Assistance
Medicare can be confusing, and it often surprises retirees when they find out just how much it’s going to cost. Of Medicare’s four parts, only Part A is free, and most people must qualify by making 10 or more years of contributions through payroll taxes. It also does not cover things like deductibles, co-pays, outpatient care and prescription drugs. Novus Financial Group can help you find the right Medicare plan for your unique needs, comparing and contrasting supplemental plans and empowering you to make the right decision.
Safety and Return Optimizer
Our Safety and Return Optimizer service helps clients maximize their returns while ensuring their investments remain secure. Our team of experienced advisors will carefully craft a personalized strategy to help you maximize your returns while minimizing your risk. With our service you can rest assured that your investments are in good hands.
