Mr. Novack has over twenty years experience in helping individuals and business owners better understand the complex financial issues they face and providing practical solutions to help them pursue their financial goals. For individuals, Geoff helps them pursue financial goals such as investment planning and portfolio management, college funding, planning for retirement, tax planning, estate and survivor income planning including life insurance, and planning for the contingencies of disability and long term care. For businesses, Geoff specializes in retirement plans, non-qualified retirement plans such as deferred compensation and private pensions, business succession and buy-sell agreement funding.
Geoff studied business administration at Ferris State College, has been a frequent radio guest discussing a variety of financial topics, and is a regular guest columnist for publications that target local businesses. He is a Registered Representative (Series 7, 63) through Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA/SIPC. He is an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Geoff is licensed to sell Life, Accident & Health, and Annuity insurance in Ohio and several other states.