Category Archives: Retirement Strategy

Jake Kagele, Retirement Strategy

Investment and Wealth Institute Announces Retirement Management Forum

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Based in Tucson, AZ, Jake Kagele serves as the managing director of NOVA Financial Services, a firm that he established in 2009. In addition to overseeing the daily operation of the company, Jake Kagele is a member of the Investment and Wealth Institute, an organization that advocates for the interest of investment consulting and wealth management professionals.

The Investment and Wealth Institute recently announced that its Retirement Management Forum has switched to an online format. The event, which is scheduled to take place on December 7 and 8, focuses on how financial advisers can offer holistic retirement planning strategies. During the forum, attendees will learn how to address the concerns of an aging population.

In addition, the event will center around retirement preparedness and policy issues, among other topics. There will be several featured speakers, including Jim Sandidge and Sarah Newcomb. Furthermore, the event will host questions and answers, designated networking opportunities, and a Women in Wealth program.

Retirement Strategy

About the NOVA Financial Services Individual Retirement Strategy

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Retirement label on a jar filled with money and copy space Free Photo

Before joining NOVA Financial Services in 2009, Jake Kagele served as a financial advisor at Merril Lynch. Based on Tucson, AZ, Jake Kagele leverages his certification as an investment management analyst to inform his role as a managing director of the company.

NOVA Financial Services offers a wide range of financial services to clients who need independent and customized financial strategies. Some of the financial services offered by NOVA are individual retirement plans, company retirement plans, education planning, and estate and tax planning.

The advisors at NOVA Financial Services offer numerous options for individual retirement accounts and are also able to develop an investment strategy for the clients’ specific needs. Concerns that are a priority for NOVA Financial Services’ advisors include management of retirement assets, including 401(k) plans, revision of company retirement plans, and steps to be taken with the proximity of retirement.

To reach out to one of NOVA’s financial advisors, visit https://yourfuturebynova.com/.