Kurt Novey

Financial Advisor — Chapter Director

4224 Nasmyth Drive
Plano, TX 75093
972-375-4795 main

Kurt C. Novey is the Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

Kurt C. Novey has been in the securities business since 1987. Kurt holds, among his varied licenses, a series 7, 63, 24 and General securities principal and life insurance, health insurance, and variable annuities. He was born in 1964 and holds a Bachelor of Arts degree from University of South Florida. He is also a member in good standing of the National Ethics Bureau (www.ethicscheck.com)

Kurt C. Novey is committed to helping individuals and families pursue their long-term financial goals. Kurt has successfully answered the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I maximize the return on my investments while reducing risk?
  • How can I “inflation-proof” my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Kurt finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security. With the high speed of life in Dallas, people need to stop to make sure they are on track financially. With a desire to help people plan for their financial futures, Kurt assists individuals and families of all income levels in identifying their personal and family goals in order to obtain a comfortable level of financial security for today and tomorrow.