Innovative Financial Group is an OSJ that serves independent financial advisors across the country. While each of these advisors owns and operates their own business, we have assembled a team of industry professionals dedicated to supporting advisors in launching, growing, and ultimately monetizing their businesses through a succession plan.
We specialize in working with advisors who are five years or less from retirement, providing them with a continuity plan that protects their business in the event of death or disability. Our services include business valuation, flexible deal structure options, legal document drafting, and a proven transition process when they are ready to implement their plans.
Our approach focuses on continuing the advisor’s legacy with their clients, providing fair market value for their business, and ensuring that clients are taken care of for generations to come.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Company Details
- Employees
- 41
- Address
- 210 25th Avenue North, Suite 1200,united States
- Phone
- +1-615-528-5725
- in****@****ifg.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- askifg.com
- Keywords
- Estate Protection, Wealth Management, Retirement Planning, Succession Planning, Continuity Planning, Financial Advice.
- HQ
- Nashville, TN
- Competitors
- Rees Consulting Group, High Point Capital Group Planning & Wealth Management, Dracoulis Financial Group, Innovative Financial Group, LifePlan Financial Advisors, Inc., Eastern Planning, Inc., Family Wealth and Legacy, K2 Wealth Management, Heimensen Wealth Advisors, Consecrated Holdings.
Innovative Financial Group, Llc Questions
Innovative Financial Group, Llc's helpline number is +1-615-528-5725
Innovative Financial Group, Llc's website is askifg.com
Innovative Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/askifg
Innovative Financial Group, Llc has
41 employees.
View email and phone details for 41
employees at Innovative Financial Group, Llc.
Innovative Financial Group, Llc's industry is
Financial Services
Innovative Financial Group, Llc's top competitors are
Rees Consulting Group,
High Point Capital Group Planning & Wealth Management,
Dracoulis Financial Group,
Innovative Financial Group,
Lifeplan Financial Advisors, Inc.,
Eastern Planning, Inc.,
Family Wealth And Legacy,
K2 Wealth Management,
Heimensen Wealth Advisors,
Consecrated Holdings.
Innovative Financial Group, Llc's support email address is info@askifg.com
Innovative Financial Group, Llc's categories are Financial Services
