Innovative Financial Solutions, Inc.

357 Winslow Road, Bloomington, IN 47401

812.337.1999 - Main | 386.597.2856 - Florida office | 812.336.5542 - fax

Focus on Medical Professionals

Innovative Financial Solutions, Inc. has a long track record when it comes to working with members of the medical community.  We have over 40 years of combined experience helping Medical Professionals meet their financial goals.

Client Demographic - A large portion of our client base are Medical Professionals.  This base gives us the insight to address common concerns among our clients and positions us to help them meet these challenges.

Concerns Common to Medical Professionals- We assist with concerns common to Medical Professionals such as designing retirement plans that maximize tax benefits, advising on employee benefits for medical practices, as well as tax and estate planning.

Insurance Plans -  The team at IFS provides advice on individual and group disability income insurance and life insurance to make sure that your family and practice are protected.

Putting It All Together - We understand your time is valuable. This is why we have implemented a web-based wealth management system to aggregate all of your accounts and documents in one easy-to-access location.

To schedule an introductory appointment, please contact Ian Essling at 812-337-1999 or ian@ioms.com.

Contact Information:

INNOVATIVE FINANCIAL SOLUTIONS, INC.

357 East Winslow Road
Bloomington, IN 47401
  • Phone: 812.337.1999 - Main | 386.597.2856 - Florida
  • Fax: 812.336.5542

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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