Mr. Novack is a Senior Partner and Financial Advisor with Vision Wealth Management, LLC. Geoff has over twenty years’ experience in helping individuals and business owners better understand the complex financial issues they face and providing practical solutions to help them pursue their financial goals. For individuals, Geoff helps them pursue financial goals such as investment planning and portfolio management, college funding, planning for retirement, tax planning, estate and survivor income planning including life insurance, and planning for the contingencies of disability and long-term care. For businesses, Geoff specializes working with company retirement plans, non-qualified retirement plans such as deferred compensation and private pensions, business succession planning, and buy-sell agreement funding.
Geoff studied business administration at Ferris State College, has been a frequent radio guest discussing a variety of financial topics, and is a regular guest columnist for publications that target local businesses. He is a Registered Representative and Investment Adviser Representative (Series 7, 63) through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., an SEC registered investment advisory firm. Geoff is licensed to sell life and health insurance as well as annuities in Ohio and several other states.