Our Services

Innovare Consulting Development Group, LLC is a full-service financial planning organization helping individuals and business owners in all aspects of their financial management and planning including:

  • Tax Planning Strategies
  • Leveraged Planning Strategies
  • Legacy Planning Strategies
  • Tax-Efficient Distribution Strategies
  • International Planning Strategies
  • College Merit-Based Funding Strategies
  • Investment Planning & Retirement Planning
  • Business Succession & Exit Planning
  • Estate Planning & Preservation

As you can see, we organize and coordinate all of the various aspects of our clients' financial planning process from future ownership, life, and business transitions to wealth transfer.

 

The core focus of our wealth management process is tax-efficient risk management. This unique approach that we use engages families and business owners in all aspects of their future ownership, life transitions, and wealth transfer.

Our Investment management process:

  1. Develop long term financial and life planning strategies,
  2. Develop appropriate investment and life insurance planning models,
  3. Implement investment portfolio or life insurance plan, Monitor, analyze and report results,
  4. Consider changes in objectives, strategies, and managers upon annual review with clients.

 


1. The prospects and clients who we're most interested in are successful career professionals, family offices, and small business owners.

2. Affluent Investor - Income of $100,000+ and liquid net worth of investable assets of $200,000-$2,000,000. Prospective new clients must demonstrate capacity to fund objectives that are important toward achieving their income, tax, financial, asset protection and growth, and legacy goals.

Services provided – Qualified & Non-Qualified Plans, Life, Disability & Health Insurance, College Merit Based Funding Strategies, Investment & Retirement Planning, Income Planning & Distribution, Mutual Funds, Annuities, Stocks, Bonds, ETFs, Index Funds, Wealth Transfer, Long Term Care Insurance, REITS, Alternative Investments

3. For High Net Worth Individual (HNWI) individuals – income of $400,000+ and liquid net worth of investable assets of $2,000,000 to $5,000,000+, and $10,000,000+. Prospective new clients must demonstrate capacity to fund objectives that are important toward achieving their income, tax, financial, asset protection and growth, and legacy goals.

Services provided – International Planning Strategies, Asset Protection & Capital Preservation, Tax-Efficient Risk Management, Advanced Trust & Estate Planning in house, Cost Segregation, Private Equity, Hedge Funds, Traditional & Alternative Real Estate Investments, 1031 or 1033 Exchanges-Real Estate, Business Succession & Exit Planning, Alternatives to Defined Benefit Plans (Restricted Property Trust, RPT), Life & Legacy Planning using Life Insurance, Leveraged Planning Opportunities, Investment Planning for Special Situations, Charitable & Gift Planning Strategies