Novak Financial Partners
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Flat-fee. Fiduciary. Life-centered planning.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
Pricing
- Flat Fee — $4,000–$6,000 one-time
- Subscription — $4,000–$6,000 monthly
- One-Time Planning Fee — $4,000–$6,000 one-time