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10 Plaza Drive
Suite 1A
Scarborough, ME 04074

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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.

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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

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

To choose a plan, it’s important to ask yourself four key questions.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Estimate Your RMD

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

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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