The Nevell/Popovich Group provides consulting, investment advice and financial strategies, and personalized service to a select number of high-net-worth individuals and families nationwide. With over 60 years of combined industry experience, our team not only understands the challenges that our clients may encounter in pursuing their financial goals, but we also have the resources necessary to successfully advise our clients through life-milestones. From planning for retirement and the rising costs of healthcare, to funding their children’s education and transferring wealth to a younger generation, everything we do takes into account our clients' own perspectives and priorities.
Our process is designed to deliver a customized, consistent experience that goes beyond wealth management to help address our client's life goals.
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
CDFA®, CFP®, CPFA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
