Bloomington Office 812-337-1999 | Carmel Office 317-688-9500 | Sullivan Office 812-337-1999 | Florida Office 386-597-2856
Helping You Meet <em>Your</em> Financial Goals

Helping You Meet Your Financial Goals

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Work with a Team You Can Trust

Work with a Team You Can Trust

For more than two decades Innovative Financial Solutions, Inc., has been providing financial guidance to families in Indiana, Florida, and across the United States. Our mission is to serve your family. Our team will work closely with you to provide solutions for the multi-dimensional aspects of your family’s financial affairs.

You can expect open communication and quality service as we provide financial advice and oversight. This is our promise to you.

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See How to Plan Your Future in One Place

If you can't imagine driving to an unknown destination without a roadmap, then why drive towards your retirement without a comprehensive plan?

Our team will help guide you from where you are to where you want to be.

Do You Know What Questions to Ask When Choosing a Financial Advisor?

You may be looking for help from a wealth advisor for a number of reasons. We recommend asking any potential financial representative the following questions to see if their services are a good fit. 

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Schedule a Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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