Best Practices in Wealth Management with Goals-based Financial Planning
"Design your financial destiny"
Holistic Planning = Tax Strategies + Estate Plan + Diversification
"Design your financial destiny"
Holistic Planning = Tax Strategies + Estate Plan + Diversification
We believe in adding value to individuals (civil society) and businesses through a profound, diverse and pluralistic, goals-based financial planning so that people can feel fulfilled by actualizing their financial goals through a well-diversified portfolio.
Living life on your own terms and conditions requires solutions to build and protect your wealth. That is why we offer services that focus on your goals to help create a better future not only for you and your loved ones, but also for the future generations as well.
Simple 4-step approach to Wealth Management:
Head office: 15851 Dallas Pkwy STE 100 Addison TX 75001
Convenience office: 7300 State Highway 121 STE 300 Mckinney TX 75070 (817) 715-1816 aliz@novelws.com
1. Series 7 - General Securities Representative Examination by FINRA
2. Series 66 - Uniform Combined State Law Examination - North American Securities Administrators Association (NASAA) exam administered by FINRA
3. SIE - Securities Industry Essentials Examination
4. Group 1 (Life and Health Insurance)
Securities Licenses - States
TX, CA & MI. CA Insurance license # OM65665 domiciled in Texas
Insurance Licenses - States
TX, CA & MI. CA Insurance license # OM65665 domiciled in Texas
We are insurance and securities licensed in our resident state of TX, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Adviser, Member FINRA https://www.finra.org/ SIPC www.sipc.org 800-873-7637, www.htk.com. Novel Wealth Strategies is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 7256120RG_Nov26