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
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
The federal government requires deceased individuals to file a final income tax return.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
For homeowners who think their property taxes are too high, there are ways to appeal.
It's important to understand how inflation is reported and how it can affect investments.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Imagine your ideal post-pandemic retirement with this animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.