Financial Planning Services
Financial Planning Services
Mike Nakashima is a Certified Financial Planner and follows the CFP Board's fiduciary standard. We pride ourselves on helping our clients reach their financial goals. Our firm manages over $80 million of clients' assets.
Our office is located in Minneapolis, MN. We meet our clients in our office and online. We provide investment management and financial advice to our clients. We have a specialization in helping federal employees maximize their retirement benefits and retirement years.
We are happy to provide a free hour consultation to discuss your goals and our abilities to help you achieve them. Contact us at (612) 824-1107 to schedule a free consult.
Fee Based Planning
Years of experience have prepared us to guide you through your life transitions. Our Fee Based Planning services provide investment advice, financial planning technology and ongoing support based on your specific needs.
Wealth Management
For our clients who prefer active money management, investment monitoring, annual reviews, ongoing support and a trusted adviser to help make educated financial decisions.
Legacy and Estate Planning
Professional help for you Legacy Planning and Estate Planning goals.
As Certified Financial Planners, Mike and Lauren help our clients reach their financial goals. We are happy to follow the fiduciary standard and always work in our clients' best interest.
Innovate Financial, Inc. is and independent financial planning firm with clients across the nation. We have a specialization of working with federal employees. Feel free to visit our office in South Minneapolis/Richfield or schedule a web meeting. We look forward to meeting you!
