Innovative Concepts

PO Box 370
South Park, PA 15129

About / Strategic Alliances

We believe that no one person can have all of the good ideas when it comes to assisting a client with their financial planning. We have endeavored over the years to build a number of relationships, which, when needed, can assist our clients in accomplishing their goals. We believe very strongly in the firms listed, and have worked with them on a number of occasions. If one of these firms has something special to bring to the client's table, we will certainly invite them to be a part of our collaborative planning process.


Certified Public Accountants

Banking Relationships

We have relationships with the following banks and lenders to assist our clients in arranging lending for various aspects of their planning.

Premium Finance Lending