Welcome to Innovative Concepts. We are an estate and business planning firm that works with clients throughout the country. Our mission is to provide the highest level of service for our clients and partners, assisting them in reaching their financial goals. Our approach to business is simple: ask questions, listen to the answers, and then try to find a solution that works. We believe that too much time is spent on telling someone about how something works, and not enough time is spent listening to the client and engaging in conversation.
You may have arrived here at the invitation of your advisor, or maybe we met recently and you want to learn more. Our site is laid out so that you can find out more about us, the areas that we work in, and how we approach working with our partners and clients. We hope that you will enjoy the time you spend here, and that it will open some doors to possible new opportunities that you may not have been aware are available. Life is a journey, and so is financial planning. We never know what we will find in store for us around the next corner. We can only prepare for the challenges with planning, and open ourselves to the opportunities when they come our way.
Please explore the many resources we have gathered here to assist you, and feel free to contact us if you would like to learn more about any of the topics covered within this site.