Geoff Novack is a senior advisor and Registered Representative. Geoff 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. Geoff is licensed to sell life and health insurance as well as annuities in a number of other states including the State of Ohio, and is a Registered Representative (Series 7) through Cetera Advisor Networks LLC, a broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.