A distinguishing element at Innovative Financial Solutions is our deep bench. This enables us to become your primary financial coordinator. Credentialed professionals from the fields of financial planning, investing, business administration and insurance provide advice and experience. 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.
Professional credentials include:
CERTIFIED FINANCIAL PLANNER™ - (CFP ®)
Chartered Life Underwriter - (CLU ®)
Chartered Financial Consultant - (ChFC®)
Chartered Advisor for Senior Living - (CASL™)
Certified Fund Specialist - (CFS)
Certified in Long-Term Care - (CLTC)
The 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. The advisors of IFS have 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.
Securities products
offered through registered representatives of New England Securities Corp, 501
Boylston Street, Boston, MA 02116, a broker/dealer member FINRA, SIPC. Investment
advisory services offered by Investment Adviser Representatives of New England
Securities, a Registered Investment Adviser.
Please note that not all
products and services are available in all states.
