Innovative Financial Services, Inc. Madison, WI 608.278.9189
Menu
  • External link opens in new tab or window
  • External link opens in new tab or window
  • External link opens in new tab or window
  • External link opens in new tab or window


Business and Individual Financial Management


We are a full-service financial planning firm for businesses and individuals.  We specialize in offering many different financial planning solutions. From retirement planning to asset management, our team is here to guide you at every step of your financial journey, ensuring that your goals are met with precision and expertise.

Click to edit
Graph icon

Business Financial Management

 

We advise small businesses regarding their retirement plans and business succession.


Click to edit

 Dollar icon

Individual Financial Management

 

We advise individuals and families on personal and educational investments, life insurance, long-term care, disability, estate distribution, and tax planning.


Call 608-278-9189

At Innovative Financial, Inc., we strive to incorporate honesty and integrity into a comprehensive financial planning service.  We understand how important and how precious these matters are and we want to assist in safeguarding these dreams, along with the communities in which they will flourish.

We serve as a fiduciary to all our clients.

Owned and operated since 2000 by a CPA  – Invest with someone you can trust!


 Providing Answers to the What If Questions 


Innovative Financial, Inc.

3602 Atwood Avenue, Suite 3, Madison, WI 53714, US | Call 608-278-9189 | Text 608-709-0906 | Fax 608-663-3854 | External link opens in new tab or windowifioffice@hirep.net

Securities and Advisory services offered through Harbour Investments, Inc. Member External link opens in new tab or windowFINRA/External link opens in new tab or windowSIPC

Securities Licensed in AK, CA, CO, FL, GA, HI, IA, IN, MD, MN, MO, MT, NC, NE, NM, NY, TX, VT, WI, & WY
External link opens in new tab or windowFINRA’s BrokerCheck   


  • External link opens in new tab or windowInnovative Financial, Inc.
close lightbox