Mark Bova (CFP®)
Planning Specialties
Compassionate and knowledgeable wealth managers whose process is rooted in financial planning.
We provide the following services:
Financial Planning
• Financial statement preparation and analysis (including cash flow analysis/planning and
budgeting)
• Insurance planning and risk management
• Investment planning
• Tax planning
• Retirement savings and income planning
• Education planning
• Estate planning
Investment Management
• Planning
• Execution
• Feedback
Corporate Consulting
• Financial planning for owner, executives and employees
• Cash management
• Corporate retirement plans
• Key person insurance
Reach us at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com
Additional Information
Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 36 years combined experience collaborating with entrepreneurs, professionals, and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. Located at 25 N. River Lane, Suite 1157 in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com.
NAPFA Start Date
February 01, 2022