Service
By addressing the entirety of one's financial picture, we can provide holistic recommendations that take into account every aspect of our clients' finances. At the core of a good relationship is a mutual understanding and respect that comes from listening to one another and working together to reach goals.
Transparency
Our business model puts your interests first! As such, our fee structure is built on fee-for-service instead of commissions, which means that if your money grows then so does our compensation. Conversely, if your money decreases, then so too does our compensation. By aligning our interests together, we harmoniously optimize the potential of our partnership for all parties.
Our compensation structure is designed on the principles of transparency, where fees are clearly identified on statements, enhancing communication, and generating potential tax savings.
Holistic Planning
Understanding a client's entire financial picture prior to making recommendations is a pillar of the Innova process. Our professionals are well-versed in income tax, insurance, and investments, so that we can provide comprehensive solutions to address your specific needs. Understanding the particularities of your situation can only be achieved by listening attentively, keeping good notes, and asking the right questions. By doing so, we ensure that we have addressed all your financial planning needs and will continue to work with you as these needs evolve
Professionalism, Performance, & Creativity
We combine our work ethic, dedication to customer service, knowledge base, and creative approaches to fully address your needs, while striving to consistently deliver a client experience worthy of your confidence.