IP Financial Advisory Services, LLCInvestment Advisor
Innovation Partners, LLCRegistered Representative
As a dedicated financial professional, my mission is twofold: to safeguard your personal financial security and to ensure the sustained prosperity of your business.
Whether you want to save money, pay for your kid's school, protect your business, plan for retirement, or leave an inheritance, I'm here to create a plan that fits your needs.
Here's how I work:
- I look at all of your financial assets carefully to understand what you need and what risks you're okay with.
- Then, I make a plan just for you that covers what you need now and what might come up later.
- I keep checking in on your plan regularly to make sure it's still right for you and help you make changes if needed.
I would like to take a moment to address client confidentiality. Like other professionals such as doctors, lawyers, and accountants, I also adhere to strict client confidentiality. I am not allowed to talk about my clients. I cannot tell anyone you are my client.
You are not bound by the same rule. You can tell as many people as you like that we work together. I encourage it!
Check out my website for helpful workshops, articles, and tools to learn more about money!