Planning ahead is one of the most important decisions you make to ensure you legacy lives on.
We prefer to pull back the curtain on your Estate and Legacy Planning. Too may Americans are embarrassed discussing money so we help facilitate family discussions with our clients so that everyone knows the long term plans.
We can assist you with gifting, legacy planning, estate planning and more. If you and your loved ones are ready to solidify the plan, and have an open discussion about money we are here to help.
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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.