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Estate Planning

Estate Planning

“You have worked hard to secure your financial future, we are here to help you protect it for future generations.”

An estate plan should reflect the legacy you desire to leave.  It is not only assets you are leaving behind, but also personal values and memories.  Creating a plan may seem like a daunting task, which is why we have done all the hard work for you.  We have vetted and work closely with several Estate Planning Attorneys in the area.  The process is more simple than you think and we are here to guide you every step of the way.

We will meet with you and your chosen attorney to discuss which plan makes the most sense to implement.  Since we have a clear picture of your financial situation, the estate planning process should proceed smoothly on the plan path that is selected.

We will assist with every step along the way as your estate plan is drafted.

At the final appointment, we will assist with witnessing, signing, and notarizing all required estate plan documents.

Once the will or trust is created, we will assist in making sure all assets are titled correctly according to the estate plan.  Once executed, each document will be scanned and stored in your online client document vault.

Life changes.  If your goals, desires, or asset levels change, so too should your estate plan.  At each meeting, we will review your plan to make sure it is following your desired wishes.  If not, we will help you work with the attorney to make the necessary updates.

Estate planning laws change over time.  We will keep you educated and updated on major estate planning law changes.  If something warrants a change to your plan, we will work with you and the attorney to implement.

Retirement Estate 500

Elliott Homan

Vice President of Operations and Advisory Services

My Story:

Like many in our field, I was initially drawn to financial planning by the numbers. But what’s kept me here is the people. Over the years, I’ve seen how easily financial guidance can become disconnected from the lives it’s meant to serve. I wanted to be part of a firm where relationships come first—where we know our clients well enough to anticipate their needs, not just react to them. Novadius is that firm.

Why Novadius:

I joined Novadius to be part of something different. We started this firm to challenge the status quo of an industry where promises often go unfulfilled—firms claiming to offer “customized plans” and “deep client relationships” while managing hundreds or even thousands of accounts. That’s not us. At Novadius, we limit the number of clients we work with so we can deliver on what we promise. Every plan is tailored, every strategy is intentional, and every relationship matters. We treat our clients the way we treat our families—because that’s how it should be.

Family:

I live in Fairway, Kansas with my wife Michelle, our son Henry, our daughter Elizabeth, and our dog Rush.

Hobbies:

Outside of work, I enjoy spending time with family and friends. I’m also proud to serve on the Finance Committee at our church.

Education & Certifications:

  • B.S. in Accounting and Business Administration with a minor in Communication Studies, The University of Kansas
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 65 License
  • Life & Health Insurance License
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