Planning for Families

Retirement Planning

Are you on track for a healthy retirement?  At Innovate Financial, Inc. we can help you address the following:

1.  Is a Roth IRA or a Traditional IRA better for me? 
2.  How much should I put in my 401(k), Thrift Savings Plan (TSP), TSA, 403(b), or other employer sponsored retirement plan?
3.  How much should I invest for retirement? 

We want you to have enough in retirement that you can live your life to the fullest.  Smart income planning can allow you to maintain your lifestyle and help you keep up with the cost of living in your ealry, mid and late retirement years.  .

College Planning

Are you considering opening a 529 Plan or other college savings account?  The government has given you additional tax breaks when saving for college and it's important that you understand the pros and cons of the different options. 

Mike can help you establish a plan for college savings and an investment vehicle to match your goals. 

Family Protection

What preparations have you made to protect your family if you would have an unexpected loss?  Funeral expenses, mortgage payments and lost income are, unfortunately, only part of the equation.

We can help you identify needs and offer solutions to protect you and your family in both good, and bad life events.