Offering Strategic Wealth Management and Insurance Planning to Businesses and Individuals
Innovative Financial Planning, LLC is a comprehensive financial planning and wealth management firm.
Our philosophy is to provide our clients with the utmost in both personal and professional service. We have entered cooperative relationships with MML Investors Services, LLC, Associates to offer Investment Advisory Services and employee benefit plans, and Massachusetts Mutual Life Insurance Company (MassMutual) to offer Comprehensive Insurance Services, including Premium Financed Insurance Products.
Our mission is to create and maintain wealth for our clients through long term effective asset management and insurance strategies to maximize safety, growth, and utilization of the living benefits of participating whole life insurance. Please note: "Loans and withdrawals will reduce death benefits and may impact the amount and frequency of future premium payments. If you take a policy loan or withdrawal, you may incur a significant income tax liability if the policy terminates before the death of the insured. When taking loans or withdrawals, your policy should be carefully monitored annually with your agent or other financial professionals. "
We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. Our success is based on our avid commitment to researching all the best strategies, products and companies in the market and making personalized recommendations based on our client's wants and needs.