Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Fee Based Planning
You're building wealth and planning for the future! Use our expertise and technology
Legacy And Estate Planning
Planning ahead is one of the most important decisions you make to ensure you
Live Training- Federal Employee Benefits
FERS Benefits, Retirement Benefits and TSP Training Recommended for Federal Employees who plan on retiring
Financial Planner For Federal Employees
Your federal benefits can be extremely valuable and it's important that you understand your
Fiduciaries
A fiduciary is a person or organization that acts on behalf of another person
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mike@innovatefinancial.com | (612) 824-1107