Who We Serve

Nearing or In Retirement
If you are already retired or nearing retirement, your financial goals and objectives take on a more urgent focus. Let us help you determine how cash flow planning, taxes, health care costs, and social security benefits can affect your retirement income.
Women in Transition and Independant Women
When big changes hit your life it, complicated financial decisions are often part of the process. Women who are recently widowed, divorced or are experiencing other life changing circumstances are often faced with weighty financial decisions that will affect their family’s future. We pride ourselves on helping our clients face difficult life transitions with compassion and confidence.
Young Professionals
Planning for your financial future at the beginning of your career can create life-altering opportunities later in life. Whether you are planning to purchase your first home, start a family, build your dream business or save for college, we are here to help. We love working with younger clients to develop financial plans that meet their short, midrange and long-term life and career goals.
Business Owners
Business owners often face unique challenges, as a larger than normal portions of their wealth are tied-up in their business. We are happy to work with business owners to maximize both their business and personal financial opportunities.
 

Newsletter Sign Up

Featured News

Copyright © 2018 Innovative Financial. All Rights Reserved. Innovative Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Innovative Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Innovative Financial, LLC unless a client service agreement is in place.