Broker Check

Whether you are anxiously approaching retirement or have been cautiously retired for a few years, the main question that retirees face is, “Will my retirement last me as long as I need it to?”

You might worry about the risk involved in the stock market, interest rates, politics, and even keeping ahead of inflation. In addition, Medicare and Social Security are complicated benefits which leaves most people more confused than confident regarding their best options with these benefits. Having spent most of their lives working towards retirement through savings and investments, many retirees inadvertently use the same strategies in retirement.

Our Approach

The NoxNumis Approach

At NoxNumis, our efforts begin with determining your values, needs, wants, and goals. After establishing that foundation, we work to make sure that you have the knowledge and sound investment advice to avoid mistakes and to make prudent decisions. This approach enables you to fully enjoy the wealth you’ve worked so hard to accumulate.

Our Approach

Clearly see the difference.

Our goal is simple—we want to help you clearly see well into your financial future. We can simplify your life by managing your complex financial resources, helping provide you more peace of mind. All to accomplish the dreams you have for your retirement, your family, and your future.