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At Innovative Financial Group, our passion is helping business owners, families and individuals answer two very important questions, “How well have you planned and how can you tell”? Since 1936, we’ve been helping our clients pursue their dreams with confidence and peace of mind by taking a comprehensive approach, working as a team, and using state of the art technology. With our strategic partnerships, we have access to world class resources at a local level. Our clients have continued to work with our team as their trusted advisors because of our honesty, credibility, and commitment to service.
Our areas of service for businesses include, but are not limited to: Business Succession and Continuation Strategies, Executive Compensation Plans, Key Person Protection, Asset/Income Protection, and Retirement Plans. 358314