Business Details
Your Trusted Partner for Financial Planning Solutions
Novin Cannon Financial Group is a boutique financial services and wealth management firm dedicated to empowering high net worth individuals, business owners, and executives to achieve long-term financial clarity. Founded by Rebecca Novin-Cannon, a former litigator with over 20 years of experience, the firm specializes in holistic financial planning, tax-efficient strategies, and business succession planning. Our approach integrates all facets of personal and business finances to create tailored solutions that minimize risk, optimize tax efficiency, and protect legacy. We prioritize client-centric relationships, ensuring each client receives personalized attention and actionable insights. With a focus on women corporate leaders, we aim to advance financial confidence and leadership through education and strategic guidance.Our team combines legal expertise with financial acumen to translate complex concepts into clear, actionable recommendations. We operate under a philosophy of process over product, emphasizing transparency, trust, and long-term partnership. Our clients benefit from coordinated wealth management strategies designed to build abundant retirement income and sustainable personal economies. We are committed to advancing financial literacy and empowering clients to make informed decisions aligned with their goals. Headquartered in Montville, New Jersey, we serve clients across Northern New Jersey and beyond.
Services
Financial Planning
Wealth Management
Investment Advisory
Business Succession Planning
Tax Efficiency Strategies
Estate Planning
Highlights and features
- We offer over 20 years of experience in financial planning and wealth management.
- Our holistic approach coordinates all facets of personal and business finances.
- We specialize in tax-efficient strategies and legacy protection for high net worth clients.
- Our team prioritizes client-centric relationships with personalized attention.
- We combine legal expertise with financial acumen to simplify complex concepts.
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve long-term wealth goals. We analyze income, expenses, investments, and risk management to build personalized strategies. Clients benefit from coordinated advice on retirement income, tax efficiency, and legacy protection.
Wealth Management
Wealth management focuses on growing and preserving assets through diversified investment strategies. We monitor market trends and adjust portfolios to align with client objectives. This service ensures sustainable growth while minimizing exposure to financial risks.
Business Succession Planning
Business succession planning prepares companies for smooth ownership transfers. We develop strategies to maintain operational continuity and maximize value during leadership changes. This service includes tax-efficient structures and stakeholder alignment.
Tax Efficiency Strategies
Tax efficiency strategies reduce liabilities through legal deductions and investment structures. We identify opportunities to maximize after-tax returns while ensuring compliance. Clients benefit from long-term savings and improved financial outcomes.
Estate Planning
Estate planning safeguards assets for future generations through trusts and wills. We coordinate legal and financial tools to minimize estate taxes. This service ensures clients' wishes are fulfilled while protecting beneficiaries.
People
Rebecca Novin-Cannon
Founder and President
Rebecca Novin-Cannon, J.D., CExP, is a financial strategist with 20+ years of experience. She founded Novin Cannon Financial Group after excelling at Certified Financial Services. She specializes in wealth management for high net worth individuals and women leaders.
Diane
Administrative Support
Diane provides internal administrative support for client relationships and equity business. She ensures team coordination and has worked with Novin Cannon Financial Group for 20 years. Lives in Montville, New Jersey.
Questions
What services does Novin Cannon Financial Group offer?
We provide financial planning, wealth management, business succession planning, tax efficiency strategies, and estate planning tailored to high net worth individuals and business owners.
Who are your primary clients?
Our primary clients include high net worth individuals, business owners, entrepreneurs, and C-Suite executives seeking personalized financial solutions.
How does your financial planning process work?
We begin with a comprehensive analysis of your financial situation, then create customized strategies aligned with your goals. Our process emphasizes transparency, tax efficiency, and long-term wealth preservation.
Are you affiliated with Guardian Life Insurance Company?
We are affiliated with Guardian Life Insurance Company through our partnership with Park Avenue Securities, but Novin Cannon Financial Group operates independently as a non-affiliated entity.
Reviews (1)
Obilo Ignatius Ebiziem
Sep 24, 2021
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