Focus With Local Universities

Innovative Financial Solutions has a long track record when it comes to working with University Employees.  We have a combined 49 years of 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 managing consulting and royalty income, and planning budgets based on 10 month appointments. 

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