We forgo model portfolios and instead build a customized portfolio that complements your other planning concerns.Learn More
Whether it is five or twenty years away, it’s important to plan ahead for retirement. We can help you start the process.Learn More
Leaving a legacy to your family and heirs can be complicated and confusing. Let us help you navigate the steps.Learn More
Insurance is an important part of a complete financial strategy. We help determine if your bases are covered.Learn More
Wealth Management & Financial Services in Santa Rosa, California
Wherever you are in life, you likely have financial goals but are uncertain how to pursue them. How can you build your wealth without taking too much risk? Can you afford to send your child to college and save for retirement simultaneously? How can you pay off debt while maintaining a healthy cash flow?
At Innovative Wealth Solutions, we understand how overwhelming investing and wealth management can seem if you aren’t intimately familiar with the options available and the opportunities most suited for your situation. Our mission is to serve as a trusted guide, offering advice and education aimed to help you not only pursue your objectives, but also feel empowered to confidently make decisions and stay on the right track as you experience life’s many milestones.
We work with clients in all stages of wealth, from Millennials just launching their careers and growing families to seasoned professionals and retired couples. Wherever you are on your financial path, we can help you stay on track and pursue your goals. Based in Santa Rosa, California we work with clients throughout northern California, including the greater San Francisco and Sacramento areas, as well as Oregon, Florida, Minnesota, and Georgia. Contact us today to take the first step on your financial path.Contact Us
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn all about Medicare basics in this informative and insightful article.
Tips on how women can gain financial confidence.
Currency has been around for a long time. Here’s a quick history lesson.
Get the facts about guaranteed retirement income.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Why, What and How of Life Insurance
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.