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Brokerage |
Mutual Funds |
> Financial Planning |
Asset Management
Insurance Products |
Retirement Accounts
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Life is full of dreams and aspirations: getting married, raising a family, buying a home or having a vacation home, educating children, and enjoying the retirement years. Having a
strong financial plan can help make your dreams come true. Our financial advisors can help you create your plan and help you get started.
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Investment Planning
Today, there are hundreds of products from which to choose. Determining which investment product or combination of products is right for you can be difficult and exhausting. Our advisors will develop an investment strategy that:
- Helps you reach your destination regardless of where you start or how close you are to retirement;
- Prepares you for major life changes and major purchases;
- Balances your goals with asset allocation and diversification decisions to meet your needs and risk tolerance;
- Reduces taxes and helps you keep more of your earnings.
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Education Planning
Higher education is a dream we have for all of our children and grandchildren. The costs are getting more and more expensive. As a result,
more options and choices are becoming available to help pay for children's or grandchildren's educations. Our advisors will help you understand
all these options and assist you in developing a plan to start saving so that you:
- Understand all the tax advantages available and make sure all your college savings dollars can be used towards a college education;
- Maximize your use of the various college savings plans by knowing income restrictions, contribution limits, and other factors;
- Understand financial aid implications and how college savings plans impact your qualification.
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Retirement Planning
The sooner you start planning for retirement the better. The decisions you make today will determine how you spend your "golden years". Whether you are just
starting to plan, nearing retirement, or already retired, you can get the help you need with our financial advisors. Start focusing on your future today:
- Identify your retirement needs and develop a retirement savings budget;
- Develop an investment strategy and get started right away;
- Plan for your beneficiaries and protect your assets for the next generation.
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For more information or to open an account, please contact Glenn Dydak 610.272.0986 or glenn.dydak@uvestmail.com
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NOVA Financial Services, Inc. has formed a unique partnership with UVEST Financial Services. Through this partnership, our
customers have access to a full range of financial and investment solutions. UVEST is a registered broker dealer and a FINRA/SIPC
member firm that has offered financial products and services to institutions since 1982.
Securities and insurance products are offered by UVEST Financial Services, Member FINRA, SIPC, and licensed insurance agency. UVEST and NOVA Financial Services are independent entities.
UVEST Financial Consultants do not offer tax advice. For tax assistance, please refer to your accountant or other tax professional.
Securities and Insurance Products are:
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| Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
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