Financial Services
Financial Services
Posted on Jun 24, 2015
Do you have any insurance or investment questions?
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Good day War Fighters,
I've began to focus my financial practice on veterans. I've had success planning for active duty and veterans alike, and would like to answer any questions you may have. My practice focuses on life insurance, disability insurance, and investing for retirement. Through this I've learned a lot about veteran benefits.
As always, Semper Fidelis!
--Rob Novotny
I've began to focus my financial practice on veterans. I've had success planning for active duty and veterans alike, and would like to answer any questions you may have. My practice focuses on life insurance, disability insurance, and investing for retirement. Through this I've learned a lot about veteran benefits.
As always, Semper Fidelis!
--Rob Novotny
Insurance
Investment Management
Financial Services
Retirement
Posted 9 y ago
Responses: 6
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Hey thanks for reaching out! Hopefully you'll be able to help some soldiers retire well off. I see far too often soldiers overextending themselves financially and getting into bad spots. It's something most of us have done at one point or another, and hopefully through your experience In the military, you can keep/get some of our soldiers on the right financial track!
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Sgt Robert Novotny
That's become the forte of my practice. Personalized planning is needed, not classes that speak to the masses.
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So what investment product and vehicles do you offer for your clients?
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Sgt Robert Novotny
Depending on the family income, the work industry, and their objectives, everyone has different options. I don't have favorites. There are other options to investing over the traditional IRA and 401k options that are popular.
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