Helping You Meet Your Financial Goals
For over two decades Innovative Financial Solutions, Inc. has been providing financial guidance to families in Central Indiana and across the United States. Our success is a result of outstanding professionals providing "best in class" services and our dedication to objectively meeting the needs of our clients. Our clients are people who appreciate working with someone who cares about them. Personalized services include numerous areas in meeting personal and business needs.
Life in A Box
Do you know where all your assets are? Do you know what they're worth? If you want to know, you can.
View a demo of the Wealth Management System.
Current clients can log in here.
What Questions Should I Ask When Choosing a Financial Representative?
You may be looking for help from a financial representative for a number of reasons - you're buying a new home, you're planning for retirement or your children's education, or you simply don't have the time or expertise to stay on top of the constantly changing markets, planning opportunities and tax laws. We recommend asking any potential representative several questions to see if their services are a good fit. We’ve provided our answers - does our approach fit your needs?
What is your life expectancy? Try our interactive calculator.Start here to find out
Tools to help you estimate answers to common financial questions.Start here to find out
A library of tools to educate you on a wide variety of financial topics.Start here to find out