1988 - 2019 | Celebrating 31 Years of Service
It's Time to put Your Money To Work
Using the FIRE Movement to Gain Financial Independence
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people...
Read More
Disability Insurance Tips for Professionals and Executives
High earning professionals and executives need the ultimate in disability income protection without which they can...
Read More
Beneficiary Benefits—Keeping Designees Updated Matters Big Time
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in...
Read More
Innovation Financial manages assets for individuals and families, providing investment management, and financial planning services.
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
