Financial and Tax Planning

Choosing the right investments today can lead to greater results for your tomorrow.

NovaPoint CFO offers financial planning for independent contractors and business owners that will assist you in accomplishing both preservation and growth of your assets. We develop a plan with you to build a portfolio that you can be comfortable with. We examine your individual needs and goals and discuss the realistic timetables on your investment and cash flow needs. Our investment management strategies help you stay connected to your investments. We’ll assist in planning for your future and help keep you on track for the duration.

Key Services

Financial Planning
Retirement Planning
Investment Management
Wealth Management