We offer world-class wealth management with personalized attention to individuals and their families. Starting with an evaluation of your net worth and goals, we will provide advice and options to optimize your future income potential in ways that meet your lifestyle objectives and duration of investment. It is never too early or too late to create an investment plan to enhance your future quality of life.
Did you know that you can set up a self directed IRA that allows you to invest in real estate, precious metals, horses and more? Since the creation of the Individual Retirement Account (IRA) in 1974, only a small percentage of individuals have taken full advantage of the flexibility that it offers. Innovative Advisory Group specializes in advising clients how to use their self directed IRA to invest in their choice of traditional or alternative assets through tax-deferred or tax-free retirement accounts.
Are you concerned about having all your eggs in one basket? People who are looking for diversification in their portfolios should consider alternative investments as a way to diversify their risk through investments that act independently of what happens in the stock market. Whether you have a specific investment in mind or you are just looking other then traditional stocks and bonds, we can help make it happen.