Financial design group
Our Approach The world of financial services can be daunting. Even if your circumstances are relatively straightforward, there are several options to consider. Seeking professional financial advice and guidance can help minimize your risk and seek the most value out of your available finances. Our knowledgeable financial professionals will help you evaluate options in order […]
Insurance Options
Insurance can be a bit of a daunting issue for the average every day consumer. Here at Innovative Wealth Partners we try to take confusing topics and make them easier to understand and comprehend. Insurance matters in general are often made best when you are able to realize that it can be a win for […]
MMT-Modern Monetary Theory
What is MMT? MMT is an acronym for modern monetary theory. As many of you already know, there are several styles or philosophies behind the macro level of economics. Mainly they break down to what we would classify and as Keynesian and Austrian styles of econ. We do not want to use this video to […]
Top 10 Financial Tips
Don’t overpay for insurance We feel it is wise for a consumer to check deductibles and coverages closely. We have found over the years there are many instances when clients were overpaying for coverages that they didn’t know they had and certainly they were not planning on using the coverage. We also strongly encourage our […]
Retirement strategy
As you probably are already aware, the idea or concept behind saving for retirement has changed quite a bit over the last 40-60 years. The industry used to utilize a great deal of defined benefit pensions and nowadays this isn’t nearly as common. It is much more common in our environment today to see more […]
The 5G revolution
99% of the US population uses A cell phone daily** What are the best ways to potentially “invest” in the 5g revolution that we see currently sweeping the country from a telecommunications perspective? How does this 5G technology differ from the last few upgrades, notable 4G and 3G. Is it that much different or better? […]
Estate guide
Have you ever dealt with a family members estate who has passed away or helped “manage” ones financial life that wasn’t organized? We have! It can be very difficult if ones financial life isn’t organized. This organization doc helps with the following:
Fixed annuity contract
Have you been frustrated by the lack of ability to earn what you perceive as a “fair” return on your money? Remember the good old days when a passbook savings account earned more than 3-5%? Those are now gone but rates have been moving up. Thanks for reaching out to us regarding being notified of […]
Long-term care options
As the baby boomer generation continues to progress through life and gain more wisdom, we see an ever growing need for this generation to have some sort of a thought out plan for their long term care needs. Having a plan for long term care makes a lot of sense and can alleviate ones family […]
Specialized Strategies
We offer many “outside the box” ideas to our clients and view ourselves as specialists in this area. We spend a great deal of time studying the economy and researching opportunities in the industry. This is simply a short list of ideas that you might enjoy reading about. This is not comprehensive in nature and […]
