WELCOME TO INNOVATE FINANCIAL“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.”
– Mike Nakashima, CEO & Certified Financial Planner™
WE TRANSLATE YOUR VISION INTO ACTIONInnovate Financial offers a wide range of services for our clients. As a respected financial advisory firm in Minneapolis, our reputation thrives on our high-level of customer satisfaction. When our clients are confident in their financial stability, we have done our job.
We love what we do and that is what drives us to succeed.Value
Providing value to our clients is our main goal every step of the way.Trust
Our commitment to you is rooted in trust and honesty. It’s the only way.
ABOUT USMike Nakashima is a Certified Financial Planners and follows the CFP Board’s fiduciary standard. We pride ourselves on helping our clients reach their financial goals. Our firm manages over $108 million of clients’ assets.
We are able to meet with our clients in our office in Minneapolis, MN or online from anywhere across the country. We provide investment management and financial advice to our clients with a specialization in helping federal employees maximize their retirement benefits and retirement years.
STATISTICSAssets Under Management - 108,000,000Client Households Served - 250Federal Employees Trained - 5100
We have been providing financial services to our clients since 2007OUR SERVICESWe pride ourselves on helping our clients reach their financial goals by provide investment management and financial advice. We specialize in helping federal employees maximize their retirement benefits and retirement years.
Wealth Management & Fee Based PlanningYou’re building wealth and planning for the future! Use our expertise and technology to compliment your personal planning.
Live Training - Federal Employee BenefitsRecommended for Federal Employees who plan on retiring in the next year to fifteen years. This course will cover all the topics and information you’ll need to get ready for retirement.
Seminar SeriesThe guidance of a Certified Financial Planner.
Financial Planning For Federal EmployeesYour federal benefits can be extremely valuable and it’s important that you understand your federal employee retirement benefits before you retire.
Legacy & Estate PlanningPlanning ahead is one of the most important decisions you make to ensure you legacy lives on.
Fiduciaries & Certified Financial PlannersYour best interest, all the time.
OUR PARTNERSWe work with a number of money managers to ensure our clients are provided many options when it comes to their investment portfolio. As independent financial planners, we may work with more than the listed companies.