Services
For over two decades Innovative Financial Solutions has been providing objective financial advice 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.
We have a specific emphasis on working with people that are affiliated with the University System across the state of Indiana, as well as business owners.
Our Clients are people who appreciate working with someone who cares about them. Personalized services include numerous areas in meeting personal and business needs.
We will work with your tax and legal advisors to address the following needs
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Personal Needs
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Business Needs
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Comprehensive Financial Plan*
Estate Planning Services
Retirement Planning
Education Funding Strategies
Managing Cash Flow
Developing Investment Strategies
Determining Insurance Needs
Managing Financial Risk
Planning For Care of Elderly
Minimizing Income Taxes
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Comprehensive Planning
Business Continuation Planning
Establishing A Retirement Plan
Setting up Executive Benefits
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* Fee-based financial planning services are offered through qualified Financial Planners of New England Securities Corp., a Registered Investment Adviser, located at 1095 Avenue of the Americas, NY, NY 10036.
New England Securities Corp. and it's representatives do not provide tax or legal advice. Please consult with your own tax and legal advisors for such guidance.
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