Asset Allocation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
Insurance Planning
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
Team
Innovation Financial manages assets for individuals and families, providing investment management, and financial planning services.
Blogs
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
FAQ
Q
Do I invest a lump sum amount, or can I add specific amounts each month?
Currently we do not have a system set up for small monthly contributions, however, we are considering implementing systems in the future to accommodate this.
Q
How often are returns distributed?
Returns are calculated and distributed quarterly. Each investment can be tailored to pay out cash, more shares, or a combination of both (ie. 50% cash/50% shares). An updated investor statement and letter from the President are included with each distribution. Cash payments are made by Electronic Funds Transfer.
Q
Is there a minimum amount required to invest?
Currently there is no minimum amount required to invest.