FUN and CLASSIC logo for a Financial Company

Innovative Financial Solutions, Inc.

beyond typical financial planning

We are a financial firm and we go way beyond typical financial planning. We become a friend and advocate of each client and work with their families. We are a decision partner and this allows us to know our clients deepest thoughts, concerns and goals and gives us the opportunity to provide our clients with the pros and cons of any major financial decision. We don’t care what they decide, we just help them do it with their eyes wide open.

We work with people nearing retirement, retired or recently single. We work with all walks of life. They have to be nice, advocate for us and generally have assets to oversee of $250,000 or more. We typically don’t work with anyone younger than 50 and we work with them until the end of their retirement plans.

I'd like to explore the following colors:

Greens: Growth, harmony and success.
Light neutrals: Purity, balance and sophistication.
Blues: Knowledge, trust, calm and honesty.

We want to see all original artwork. NO CLIP ART.