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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
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Building Your Legacy
A four-step framework for building a personal legacy.
Good employee health can be great for the company’s bottom line.
A change in your mindset during retirement may drive changes to your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
Peer-to-peer payment apps are one of the newest ways to send money.
What if instead of buying that vacation home, you invested the money?
For women, retirement strategy is a long race. It’s helpful to know the route.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.