Retirement Ready.
Retirement income, Medicare, life insurance and long-term care planning for families and business owners since 1988.
My Services
Retirement Income
Retirement Income
Retirement Income
Income strategies, tax-deferral options and Social Security choices, built around the life you want.
Medicare
Retirement Income
Retirement Income
Clear, patient help understanding your Medicare options and choosing coverage that fits your needs.
Life Insurance
Retirement Income
Life Insurance
Coverage to help protect the people you love and the plans you have made together.
Long-Term Care
Disability Insurance
Life Insurance
Strategies to help prepare for future care needs, so your retirement savings can keep doing their job.
Disability Insurance
Disability Insurance
Disability Insurance
Coverage that helps replace part of your income if an illness or injury keeps you from working.
Business Owners
Disability Insurance
Disability Insurance
Key person and buy-sell (business continuation) life insurance to help protect your business, your partners and your family.
About Todd
Todd Novelli, CLTC, FRC
For more than 35 years, I've helped families with life, long-term care and disability insurance, and I've held my CLTC designation since 1988. Twenty-five years in the financial services industry taught me how insurance and retirement income fit together into one clear plan.
Many of my clients are business owners, and I work with them on key person and buy-sell coverage to help protect their businesses and partners. As a licensed Medicare agent, I explain your options in plain language and help you choose coverage that fits your health, your doctors and your budget.
My goal is simple: to give you personal, easy-to-understand guidance so you can protect your retirement and move forward with confidence.
Why Work With Me
Expertise + Experience
A Personalized Approach
A Personalized Approach
With decades of experience, I focus on helping you create a retirement income strategy designed to last and to match your goals.
A Personalized Approach
A Personalized Approach
A Personalized Approach
Everyone's goals, concerns and finances are different. I tailor my recommendations to you, and I make sure you understand every decision.
The Whole Picture
Independent Since 1988
Independent Since 1988
Retirement isn't just about numbers. From Medicare to long-term care, I help you prepare for each stage of life.
Independent Since 1988
Independent Since 1988
Independent Since 1988
As an independent advisor, I work for you and can compare options from many companies.
Let's Plan Your Future Together
North Office: 8050 Rowan Road, Suite 602, Cranberry Twp., PA 16066
South Office: 2555 Washington Rd, Suite 610, Upper St. Clair, PA 15241
Novelli Financial Network
Novelli Financial Network
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