A unique opportunity
At Innovative Concepts, we pride ourselves on our unique approach to financial planning. Founded in 1998 by Kenneth J. Bojarski CLU, LUTCF, our firm was built on the idea of offering a tailored planning process for high-achieving individuals. We recognized the need to go beyond generic strategies and wanted to create a collaborative environment that brings together your current advisors, our select team, and a deep pool of national financial firms.
more than just a promise
We know talk is cheap, and we know you need more than just promises. That’s why we pride ourselves on our track record of success. We have helped numerous high-achieving individuals navigate complex financial landscapes and achieve their goals. So, if you’re looking for more than a run-of-the-mill holistic planning service, if you want a tailored blueprint that reflects your unique aspirations and values, then consider Innovative Concepts. Our collaborative approach, proven success, and dedication to safeguarding your future sets us apart. Let us help you achieve financial peace of mind and unlock the doors to your future success.
What is integrity?
We demonstrate our integrity by embracing a fresh perspective. When we say we are built on integrity, it goes beyond mere words. We prioritize our clients, putting their needs first and dedicating our time and resources to cater to their specific requirements. Our unwavering commitment extends to vetting our partners diligently, ensuring that their values align with our own. What sets us apart is our individualized approach. We view each client and partner as a unique individual, not just another case or document. By fostering genuine connections and understanding their distinct circumstances, we forge relationships that transcend the ordinary. Now, you might wonder how Innovative Concepts stands apart from other firms that make similar claims. The answer lies in our incomparable dedication. We invest unparalleled time and thought into our clients, always prioritizing their success and well-being. We go the extra mile to ensure that every step we take aligns with our core values, reinforcing our commitment to integrity in every decision we make.
collaborative approach
Our collaborative approach has proven to be a game-changer for our clients. By combining the expertise of multiple perspectives, we have crafted unparalleled financial solutions for those eager to safeguard their futures. But what sets us apart is not just the service we provide – it's the strategic blueprint we create, customized to realize your unique financial aspirations and ensure a secure future.
How do we achieve this?
Through our tailored planning process, we delve deep into your financial goals, aspirations, and concerns. We analyze and assess your current financial situation, leveraging our network of top professionals and financial institutions, to develop a plan that is truly personal to you. Our aim is to provide you with a comprehensive road-map that addresses your immediate needs while positioning you for long-term success.