Innovative Financial Inc

Closed
3602 Atwood Ave
Madison, WI 53714

Innovative Financial Inc. is a comprehensive financial planning firm based in Madison, WI, dedicated to serving both businesses and individuals with a range of financial management solutions. Since its establishment in 2000, the firm has emphasized honesty and integrity while guiding clients through vital financial decisions, from retirement planning to asset management.

Specializing in business financial management, Innovative Financial Inc. provides expert advice on retirement plans and business succession for small enterprises. For individuals and families, the firm offers tailored guidance on personal and educational investments, life insurance, long-term care, disability, estate distribution, and tax planning.

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