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Retirees

We are here to help protect what you worked for, like we do for our parents.

You made it to retirement!  While retirement is an exciting, new chapter in your life, it can also be quite stressful.  With today’s increasingly complex and volatile financial markets, changing interest rates, and rising inflation, the investment component of your retirement can seem daunting.  Add in ever changing tax and estate planning laws, multiple Medicare options, and evolving Social Security regulation, and it all starts to seem overwhelming.  Clients ask us questions like these all the time:

  • Will I run out of money?
  • How much risk should I take?
  • How do I balance growth and income?
  • When should I take Social Security?
  • Which Medicare plan should I choose?
  • How can I minimize taxes with an optimal withdrawal strategy?
Retiree 500

NovaDius is here to help solve those problems for you with state-of-the-art planning tools and decades of experience.

Retiree 2 500

Working together, we will create the optimal balance of liquidity, income, and growth, while minimizing Uncle Sam’s share.  We will assist you with your Social Security and Medicare options.  We want you to worry less about finances and, instead, enjoy the retirement you have worked so hard to achieve.  Our retirement services include:

  • Cashflow and Income Planning
  • Financial Planning
  • Investment Management
  • Social Security and Pension Analysis
  • Health Insurance Analysis
  • Medicare Analysis
  • Tax Planning
  • Estate Planning
  • Wealth Protection and Risk Management Solutions
  • Client Education

We have helped our parents live a stress-free retirement when it comes to their finances.  Let us help you live a stress-free retirement as well.  Our goal is to treat every retired client as if they were our parents.  We are here to answer every important question and will spend the required time necessary to get you financially comfortable in retirement.  Click below to get started with a no obligation, short consultation to let us help begin “de-stressing” the financial component of your retirement. 

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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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