Novers Financial Offers Clients New Estate Planning Service
The financial consulting company offers an exclusive, complimentary service to clients that will better prepare them for end of life concerns.
PR9.NET August 31, 2013 - Novers Financial has begun offering a free "Estate Black Book" service for all current clients and their associates in hopes to better assist retirees in terms of organizing important contacts and information. With clients spread across three states, the founders Brady Speers and Chris Novinger developed this new program after realizing the urgent need in helping clients have their matters assembled in one place.
"Most of our clients have told us how bad they know they need to get their important information put together in one place so that their loved ones can easily access and handle matters once they pass away," Mr. Speers said. "I've done this for my own wife. I call it my 'in case something happens to me' file. The last thing anyone wants is for their loved ones to struggle through trying to find out who to call and where everything is. This new service of ours doesn't take long, but we walk all clients right through a process in helping them do this once and for all. It's a great feeling too."
"We have basically decided that unless our client can show us they have this handled, we are going to really push them to let us help them do this," said co-founder Mr. Novinger. "It's crucial and it gives everyone, including us as their consultants, peace of mind."
Ben Thiranon, an executive with the firm agreed saying, "I just started meeting with clients this week and the response has been overwhelming. People are super excited about this and all of the little things we do for the client are very impressive. All the client has to do is put in a little work and give us a half an hour or so and it's done. It's really that simple. I love seeing the smiles on their faces when I leave."
Founded in 2003, Novers Financial is currently the largest non-risk investment firm in the Southwest with clients in numerous states. According to co-founder Chris Novinger they take pride in being a very giving organization. "Our amazing clients allow us the ability to give back and we do so humbly," he said.
Novers Financial was founded by Mr. Speers and Mr. Novinger. As licensed financial consultants, they help retirees and other investors shield their money from stock market losses, grow their investments without risk and address issues like lifetime income needs, long term care concerns, social security planning and wealth transfer. For more information about the company go to their website at www.noversfinancial.com.
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About Novers Financial
Novers Financial was founded by Brady Speers and Chris Novinger in order to provide financial assistance to those in need of retirement planning through the power of annuities.
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