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Overview of Our Services

At Innova Financial Wealth & Insurance Advisors, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Coverdell Education Savings Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Reduction Strategies
  • 401 (k) Planning
  • 403 (b) Planning
  • College Funding
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care
  • Group Health
  • Individual Health
  • Dental
  • Long Term Disability
  • Short Term Disability
  • Travel Insurance and Short Term Medical

Accounting*

  • Tax Preperations
  • Tax Planning
  • Bookkeeping
  • Small business accounting