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

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Understanding the Basics of Medigap Policies

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.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

 

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

View all articles arrow

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Estimate Your RMD

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

View all calculators arrow

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Making Your Tax Bracket Work

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

View all videos arrow