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12 Terry Drive, Suite 203
Newton, PA 18940

(888) 270-1574

info@myinnovawealth.com

Financial Planning

Financials Planning Considerations

It can be tough to determine whether that bucket list you’ve held onto over the years will become a reality in retirement. That’s where our team can help. We’ll look at your lifestyle goals, including some of those bigger “bucket list” items, and help you to:

  • Prioritize your goals
  • Assign a monetary value to the lifestyle you envision
  • Build a financial plan that helps you achieve your top priorities, and still allows you to live comfortably in the day-to-day

Financial Planning

We believe that “set it and forget it” plans simply aren’t appropriate for managing your wealth. Consistent review and stress testing are beneficial for helping to keep people on track to meet their goals.  

Similar to health, early detection and resolution of issues are far more valuable than following a plan even when changing circumstances could put you at risk. Whether you have a specific goal or general uncertainty about your finances, we are committed to helping you plan and feel confident about your financial future.

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iNNOVA Wealth Classes

Sign up for our highly informative seminars taught by seasoned financial planners.
Each course provides real world information and tools to help simplify the complexities surrounding retirement, tax planning, investing and general financial planning.

Check back soon for virtual events!

12 Jan
Giving the Gift of Stock

Giving the Gift of Stock

Monetary gifts come in all sizes, shapes, and forms. From a dollar in the donation bucket to the purchase of savings bonds for grandchildren, monetary gifts are a generous expression of support that benefit both the recipient and the donor who shares in the joy […]

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20 Dec
Does the 4% Retirement Rule Still Hold Up?

Does the 4% Retirement Rule Still Hold Up?

Does the 4% Retirement Rule Still Hold Up? One of the most prevalent rules of thumb in personal finance is the 4% withdrawal rate. This was coined by financial planner William Bengen in the mid 90’s when he found that over every rolling 30-year period […]

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17 Nov
Employee Stock Options: Just like owning the stock, right?

Employee Stock Options: Just like owning the stock, right?

If you currently or have ever worked for a large company, there is a good chance that you’ve received stock options as part of your compensation package.  These can be a great way to enhance your overall savings and are a very nice benefit to […]

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