“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.”
– Mike Nakashima, CEO & Certified Financial Planner™
Innovate Financial offers a wide range of services for our clients. As a respected financial advisory firm in Minneapolis, our reputation thrives on our high-level of customer satisfaction. When our clients are confident in their financial stability, we have done our job.
We love what we do and that is what drives us to succeed.
Providing value to our clients is our main goal every step of the way.
Our commitment to you is rooted in trust and honesty. It’s the only way.
Mike Nakashima and Lauren Brown are Certified Financial Planners and follow the CFP Board’s fiduciary standard. We pride ourselves on helping our clients reach their financial goals. Our firm manages over $96 million of clients’ assets.
We are able to meet with our clients in our office in Minneapolis, MN or online from anywhere across the country. We provide investment management and financial advice to our clients with a specialization in helping federal employees maximize their retirement benefits and retirement years.
We pride ourselves on helping our clients reach their financial goals by provide investment management and financial advice. We specialize in helping federal employees maximize their retirement benefits and retirement years.
You’re building wealth and planning for the future! Use our expertise and technology to compliment your personal planning.
Recommended for Federal Employees who plan on retiring in the next year to fifteen years. This course will cover all the topics and information you’ll need to get ready for retirement.
The guidance of a Certified Financial Planner.
Your federal benefits can be extremely valuable and it’s important that you understand your federal employee retirement benefits before you retire.
Planning ahead is one of the most important decisions you make to ensure you legacy lives on.
Your best interest, all the time.
We work with a number of money managers to ensure our clients are provided many options when it comes to their investment portfolio. As independent financial planners, we may work with more than the listed companies.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Innovate Financial, Inc. (612) 824-1107 8120 Penn Ave S. Ste 565 Bloomington, MN 55431 Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc.,a Registered Broker/Dealer, and member FINRA and SIPC. Innovate Financial, Inc. is Independent of ProEquities, Inc.. Non-securities products and services are not offered through ProEquities, Inc. Innovate Financial,Inc. does not provide tax nor accounting advice. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals in the following states: Alabama, Arizona, California, Florida, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, North Dakota, Oregon, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. This website should not be considered a solicitation in any other state. CALIFORNIA Additional Disclosure: A broker/dealer, investment advisor, or BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Click here to access Broker Check.
