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 Local Universities

Innovative Financial Solutions, Inc. has a long track record when it comes to working with University Employees.  We have over 40 years of combined experience helping people affiliated with local Universities meet their financial goals.

Client Demographic - Over 60% of our client base is affiliated with local universities.  This base gives us the insight to address common concerns among our clients and positions us to help them meet these challenges.

Understanding University Benefits - We are experienced professionals that can analyze the benefits offered by your institution to help ensure your goals and objectives are being adequately addressed.

Concerns Common to University Employees - We assist with concerns common to University Employees such as planning budgets based on 10 month appointments as well as managing consulting and royalty income.

Fluency in University Retirement Plans - We are also able to help navigate the various product providers and determine which may be best for your goals.

Insurance Plans -  The team at IFS is able to help coordinate the insurance offerings at your institution with plans available from outside providers to make sure you have adequate coverage should your need it.

Putting It All Together - We understand your time is valuable. This is why we have implemented a web-based 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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