What We Do
Give a man a fish and he will eat for a day.
Teach a man to fish and he will feed himself for life.
Every individual client with whom we meet is different. As such, Innova Advisors take the time to fully understand each client’s entire financial profile before building a financial plan.
Starting from the top, we analyze all assets and liabilities including mortgages and lines of credit, all forms of insurance including life and disability, income tax, budget, and health benefit plans to find inefficiencies in a person’s financial profile. Any savings we uncover can then be directed towards new financial opportunities. By ensuring that every aspect of our clients' financial foundation is strong, we can build toward a secure future and peace of mind.
This holistic approach towards financial planning is conveyed to the client in an open, easy-to-understand setting. Education and teaching is truly the core of what makes a good financial advisor and at Innova, we believe that this is the most important service we bring to clients.