What we do
Superhero strategies & service
We are on a mission to utilize the talents, knowledge, and resources we have to help you pursue your goals and objectives.
Whether it is planning for retirement, retaining the money you have and making it last a lifetime, planning for an upcoming big expense such as college or investment property, our staff is ready to help.
We have a vast degree of experience in a wide range of areas and also have relationships established for the areas that we are not experts in ourselves. We do not try to be the “jack of all trades” when it comes to financial matters.
We pride ourselves in knowing our talents and weaknesses well and being able to align clients with the correct “partners” to guide along the way.
You should know…
Here are some of the values that we hold ourselves to:
We assist clients with investments
- Mutual funds/ETF’s
- Bond or bond funds
- Unit trusts
- Structure notes
- Certificates of deposit’s
- Consultation on opportunities
We assist clients with insurance contracts
- Life insurance
- Long term care insurance
- Variable, fixed and indexed annuities
- Advice on insurance decisions
Our goal is not a quick fix but instead a long term relationship based upon trust and respect. We provide wisdom for you to make educated choices.
What we can do for you
Get in touch
With no proprietary product or quotas, we offer access to a broad universe of products and services from different companies to meet your needs.
You can feel confident that your consultant at Innovative Wealth Partners has the access to comprehensive research, infrastructure, and support systems that help manage your financial life.
We look forward to serving you!