Helping Our Clients One Step at a Time.

We specialize in providing products and services to help protect the things that are most important to you.  As you look to the future, you can be confident that Innovative Financial Group is committed to helping you reach your goals.

Personal Planning

  • Retirement Strategies
  • Investment Management and Asset Allocation*
  • College Funding Strategies
  • Estate Planning and Charitable Giving Strategies
  • Income Protection

Business Planning

  • Business Succession Plans
  • Executive Compensation Options
  • Deferred Compensation Plans
  • Key Employee Insurance
  • Employee Benefit Plans
  • Employee Retirement Plans

Wealth Managment

  • Stocks, Bonds, and Mutual Funds
  • Managed Accounts*
  • Fee-Based Planning*

Insurance

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Annuities
  • Group Life and Disability Benefits
  • Group Long Term Care

 
 

*Only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer advisory products and services.