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Meet Jim Novak

Jim has been in the financial services business for over 25 years, helping families and returning veterans with retirement planning.  He understands college funding and has helped many clients reduce their Expected Family Contribution (EFC) and increase their financial awards.  Jim is also a Certified Senior Advisor, helping the “sandwich generation” (those who have children at home and also need to take care of their elderly parents) manage their resources. Jim studied at the University of St. Thomas and the University Minnesota and has resided with his wife Kris in Wheaton, Illinois for the last twenty years.

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