Tyler Woolley

Role: Nova 401(K) Associates at Nova 401(k) Associates
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Tyler Woolley

I am your Plan Design Specialist for Nova 401(k) Associates focusing on qualified…

Experience

Nova 401(K) Associates
Nova 401(k) Associates
Present

Skills

Sales Operations
403 B
New Business Development
Sales
401k
Business Planning
316
Business Intelligence
Investments
Financial Advisory
Roth Ira
Employee Benefits
Territory Development
Defined Benefit
Portfolio Management
Financial Services
Series 63
Group Benefit Plans
Traditional Ira
Retirement
Strategic Financial Planning
Retirement Planning
457 Plans
Self Directed Ira
Wealth Management
Investment Advisory
Relationship Management
Outside Sales
Networking
Pension Funds
Insurance
Public Speaking
Asset Management
Market Research
Financial Planning
401(K) Retirement Savings Plans
Qualified Retirement Plans
Defined Contribution
Life Insurance
Sales Process

Contact information

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Work email
t•••••••@nova401k.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••06

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Current company

Nova 401(k) Associates

Financial Services · 210 employees · Founded 2000 · Houston, Texas, United States

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.

nova401k.com

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About Tyler Woolley

Experience

Nova 401(K) Associates

Skills

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