Helping You Meet Your Financial Goals

CONNECT

Address:

357 East Winslow Road
Bloomington, IN 47401

Phone:

812.337.1999 - Main | 386.597.2856 - Florida

Fax/Other:

812.336.5542

Team Qualifications

A distinguishing element at Innovative Financial Solutions, Inc. is the depth and breadth of our associates.  This enables us to become your primary financial coordinator.  Having credentialed professionals from the fields of financial planning, investing, business administration and insurance allows us to provide world class comprehensive financial advice.  Our culture fosters teamwork and collaboration, so that each client of the firm has access to the experience of any and all of our financial colleagues.

Finally, we collaborate with our client's other advisors to make sure all aspects of their tax, estate, and business planning is coordinated and accurately implemented.

Professional credentials include:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Life Underwriter - (CLU®)
  • Chartered Financial Consultant - (ChFC®)
  • Chartered Advisor for Senior Living - (CASL™)
  • Certified Fund Specialist - (CFS)
  • Certified in Long-Term Care - (CLTC)

 

Our advisors at IFS have been advocates for the advancement of the Financial Services Industry, holding leadership roles within the Society of Financial Service Professionals, Central Indiana Chapter. They have also been noted in several trade journals and are regular speakers for the National Assocation of Insurance and Financial Advisors (NAIFA), the Financial Planning Assocation and the Society of Financial Service Professionals. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck