INNOVATIVE INSURANCE SOLUTIONS
Our Agency
Our agency was founded to build relationships with a core focus on protecting and growing client assets. We tailor solutions based on the needs, goals, and desires of individuals, families, and businesses.
WE HELP YOU DREAM
Innovative Insurance Solutions specializes in helping you achieve “financial comfort.” Our clients enjoy both short term and long term financial success through our hands on approach and forward-thinking philosophy. We strive to assist every individual in all areas of financial planning, with our goal to relieve stress in the present and create excitement for the future.
Contact us today for a free consultation and receive a personal financial blueprint. You may already be able to retire! Wouldn't you like to find out?
We would love to hear from you whether you have any questions, are seeking a second opinion, or simply would just like some more information, Michelle Morar is here for you. So don’t hesitate to reach out, by phone or email,
meet for coffee, or if you’re up for it, let’s get together for a round of golf.
SECURING YOUR FUTURE
RETIREMENT PLANNING
We’ve all heard the old saying, “use the right tool for the job at hand.” Although this saying originally spoke about shovels and hammers, it also is very true for managing your financial goals.
At Innovative Insurance Solutions, every client has unique wants, needs and desires when it comes to their retirement savings and planning. Cookie cutters are great for cookies but fairly useless when it comes to developing your retirement plan.
We believe every plan starts with a blank piece of paper. There are no shortcuts to creating your custom fit financial plan. We utilize a network of professionals, including CPAs, elder attorneys and other specialized professionals to make sure that nothing is left out when it comes to developing your own unique plan.
We approach each engagement with only one objective, to create a retirement solution that specifically addresses your needs now and for the future.
BALANCED APPROACH
Allow us to create a balance within your retirement portfolio. Most retirees will live years longer than they assume, and they will need growth to address the effects of inflation. We believe it is important to understand both the accumulation as well as the preservation side of your retirement plan.
A good plan is a balanced plan. A blend between safe money and some reasonable risk money provides growth to combat inflation while providing a secure retirement solution. We will help you determine and define the biggest risks you will be facing in retirement. Then, we will provide a series of options and strategies to consider. You are in the driver’s seat with Innovative Insurance Solutions.
INSURANCE
The wealth transfer aspects of life insurance are clear. The creative use of life insurance can provide safety and protection in your retirement years. Looking for tax free income or money for college, let us show you how.
If you would like more information, please contact us.
Fill out the form below. You can also call us at 1-888-929-7293.
OPENING HOURS
Mon - Fri: 9am-6pm
Sat: 10am-2pm
Sun: Closed