Our Firm
Innovative Wealth Planning is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. Through Lincoln Investment, our advisors recommend only those products and services that can be tailored to suit our clients' unique needs.
Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that our advisors are here for you, ready to offer ongoing financial advice whenever you need it, whether or not you are ready to invest.
For more information about our firm and the services we offer, contact us today.