Innovative Financial, LLC

Innovative Financial, LLC LIFE GOALS. MONEY GOALS. IN THAT ORDER.

Innovative Financial has the expertise, finesse and experience necessary to create personalized, unbiased financial recommendations you can trust.

09/22/2026

Find the next layer in your Money Stack.

09/15/2026

One step can support the next.

09/08/2026

See what a century of investing history shows.

09/08/2026

Some financial moves do more.

09/01/2026

History shows why comfort can come at a cost.

09/01/2026

The challenge is deciding what comes first.

08/25/2026

See what a century of history says about cash.

08/18/2026

A simple lesson about time and discipline.

I had the privilege of chatting with Betty Wang about second marriages. Watch it here:
06/09/2026

I had the privilege of chatting with Betty Wang about second marriages. Watch it here:

06/04/2026

“It’s only been three weeks since he passed—do I have to decide everything right now?” Yesterday I sat across from a newly widowed client surrounded by benefit packets, a sizeable life-insurance check on the way, and pages of TSP options she’d never seen before. Her worry wasn’t about markets; it was about making a wrong move while still catching her breath. We started with two calming steps: 1) park cash in a high-yield savings account, no long-term commitments; 2) hit pause on converting her late spouse’s retirement plan to an annuity until we can align it with her new budget and goals. Seeing her shoulders drop was a reminder that good planning begins with space to think, not products to buy. If you—or someone you love—is forced into big financial choices too soon, remember: patience can be the most valuable asset.

Address

355 S Teller Street Suite 200
Lakewood, CO
80226

Website

Alerts

Be the first to know and let us send you an email when Innovative Financial, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Innovative Financial, LLC:

Shortcuts

Share

Category