Broker Check

10 Plaza Drive
Suite 1A
Scarborough, ME 04074

LinkedIn

Innova Financial Wealth & Insurance Advisors

207-885-0456

 
Your Cohesive Plan Innovative Wealth Management Protecting Tomorrow Today Tax-Efficient Strategies

Caring Advisors Working For You

It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. At Innova Financial, we seek to address this concern by serving as a trusted resource.

Rather than rely on one solution or model portfolio, we are dedicated to providing unbiased advice and customized strategies that are appropriate for your situation. We assist people in all stages of life with a specialization in retirement, insurance and tax efficient strategies. Our passion lies in helping our clients articulate, plan, and pursue their goals, and we take pride in the fact that we have been helping our friends and neighbors for over 20 years. Experience the power of working with an advisor dedicated to your success. Contact us today to get started.

See Our Team
 

Investment

 
 

Retirement

 
 

Insurance

 
 

Tax

 
 

Estate Planning Strategies

 
 

College Funding

 
 

Money Management

 
 

Lifestyle

 

Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

 

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

View all articles arrow

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

View all calculators arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow