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Innovate Financial, Inc. is an independent financial services firm located in Minneapolis, Minnesota. The team at Innovate Financial, Inc. is Michael Nakashima, Lauren Brown and Melissa Richter. Find out more about us here.
Michael Nakashima, CFP® is an Independent, Certified Financial Planner™.
We provide the following services:
- Financial Planning & Investment Advice.
- Managed Money.
- Life, & Long Term Care Insurance.
- Financial Planning consulting and fee based advice.
Our clients receive the following:
- We listen to your unique situations and needs and build a financial plan specific to your situation.
- We'll educate you about your personalized plan.
- Annual meetings to update your plan and make changes as needed.
- Financial planning reports tailored to your situation. We incorporate top financial planning software, from mutiple sources, for our clients.
We are licensed in California, Florida, Illinois, Iowa, Kansas, Maryland, Michigan, Minnesota, New Jersey, Washington D.C., and Wisconsin. We meet people in person at our conveniently located office in south Minneapolis and by web meetings. To book a private consultation please contact Lauren Brown or Melissa Richter.
Phone: (612) 824-1107
Email : Lauren Brown: email@example.com
Melissa Richter: firstname.lastname@example.org
Mike Nakashima: email@example.com