LIFE GOALS. MONEY GOALS. IN THAT ORDER.
Innovative Financial has the expertise, finesse and experience necessary to create personalized, unbiased financial recommendations you can trust. We provide financial planning, investment management and business consulting services that blend critical analysis with compassion and creativity. The results are innovative strategies and solutions that unite your objectives and lifestyle.
We provide these services at fair and reasonable rates, with full disclosure of our fees and expenses. We don't sell anything and we don't get paid commissions by anyone, which means our only incentive is to provide you with superior service and unvarnished advice.
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.
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.
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 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.
You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to
provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies
with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.