At Novera Financial Group, we believe that every client deserves clarity and confidence as they enter life’s next chapter. We’re your guide through transition – from your working years into retirement, from uncertainty to peace of mind. Our planning approach lights the path ahead so you can retire well, knowing you’re prepared.
Your Advisor
Kelly Racicot | RICP® President/Founder
Kelly is an accomplished financial professional who has built her practice, committed to serving retirees and those who are preparing to make the transition into retirement.
With a wealth of experience in this specialized field, Kelly has developed a deep understanding of the unique challenges and opportunities that retirees face. Known for providing tailored strategies, Kelly works closely with clients to develop comprehensive retirement plans that address key considerations such as retirement planning, legacy planning, tax planning, long-term care and Medicare. Her focus on delivering personalized strategies and her commitment to ongoing service and communication have earned Kelly a loyal client base.
Kelly is also the President of Novera Wealth Management, LLC an investment advisory firm.
As a trusted advisor, Kelly empowers clients to make informed decisions, navigate complex planning scenarios, and achieve financial security in their retirement years.