Innovative Financial Services, Inc. Madison, WI 608.278.9189
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  Small Business Retirement Plans

Business Succession

IRA Rollover

Roth & Traditional IRA

Tax Planning

529 Education Accounts

Insurance (Life, Disability, Long-Term Care)

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DRIVING DIRECTIONS:

• From Beltline (Hwy 12/18)
• Monona Drive Exit
• Head north on Monona Drive
• Drive past East Side Club on left
• Take 2nd right past East Side Club onto Dennett
• Our building is on south corner of Dennett Drive
• 608-278-9189

  • External link opens in new tab or window608-278-9189
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  • External link opens in new tab or window3602 Atwood Avenue, Suite 3, Madison, WI


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