FAQs
Existing Clients - follow one of the Calendly links below:
15 Minute Client Phone Call- 
https://calendly.com/rsawicki/15-minute-call
30 Minutes Client Meeting-https://calendly.com/rsawicki/client-meeting
New Clients- follow the Calendly link below:
15 Minute New Client Phone Call- https://calendly.com/rsawicki/prospect-phone-call
Please use the contact us questionnaire to the right and we will follow up with you.
Call our office at 608-278-9189
To access your online statements follow the link below to your investment company or call your investment company to request tax forms or statements:
Schwab- Client FAQs: Top Account Questions | Charles Schwab or Call 877-519-1403
American Funds-How to access your statements and tax forms | Capital Group or Call 888-421-4351
Calvert Funds- Tax Information | Calvert or Call 800-368-2745
Pershing- https://www.joincambridge.com/content/dam/joincambridge/documents/pershing_1099_information.pdf or Call
877-870-7230
Franklin/Templeton Funds-Tax Forms & Statements | Franklin Templeton or Call 800-632-2301
Nationwide- Online Annuity Account Access – Nationwide or Call 1-877-669-6877
Security Benefit Life-RMDs and Tax Forms for Tax Year 2023 | Security Benefit or Call 800-888-2461
Ameritas Variable Annuity- Sign in to Your Account (ameritas.com) or Call 800-335-9858
Tomorrow's Scholar-Voya Investment Management | Login (accessportals.com) or Call 866-677-6933
To change your beneficiary please email our office at office@innovativefiancialinc.com
Follow the links below to an article about your retirement plan:
Roth IRA- Roth IRAs - American Funds | Capital Group
Simple IRA- SIMPLE IRA - American Funds | Capital Group
401k- Retirement plan contribution and deduction limits for 2023 and 2024 | Capital Group
529- Tomorrow's Scholar® 529 Plan | Voya Investment Management
