Securing Your Financial Well-being for a Life Well Earned
Who We Are
At Innovate Financial, Inc., we are dedicated to providing personalized financial planning and investment management services to federal employees and their families. Our team understands the unique financial challenges faced by federal employees and is committed to helping you achieve your financial goals.
Our History
Established in 2007, Innovate Financial, Inc. has built a reputation as a trusted financial partner for federal employees and their families. Our team, led by Mike Nakashima, Certified Financial Planner, has extensive experience in the financial services industry and a deep understanding of the unique financial demands of federal employees.
Our Approach
At Innovate Financial, Inc., we take a holistic approach to financial planning and investment management. We focus on understanding our clients' goals and aspirations, and work closely with them to develop customized financial plans that address their unique needs and priorities. Our services span from investment management to financial planning, and we are committed to providing unbiased, fee-based advice that puts our clients' interests first.
Our Services
- FERS Pension Calculations: We offer expert guidance on maximizing your Federal Employees Retirement System (FERS) benefits, including pension calculations and planning.
- Retirement Planning: We help federal employees create personalized plans for achieving their retirement goals, including investment management and asset allocation.
- Investment Management: Our team offers expert investment management services, using a diversified portfolio approach to help our clients achieve their financial goals.
- Social Security Timing: We provide expert guidance on maximizing your Social Security benefits and timing.
- Retirement Income: We help federal employees create sustainable retirement income streams, ensuring that their hard-earned savings last throughout their retirement.
Our Partners
We are proud to partner with reputable companies, including Concourse Financial Group and Orion Portfolio Solutions, to provide our clients with a wide range of investment options and expert advice.
Our Team
Our team of experienced professionals is dedicated to delivering exceptional service and results. With a focus on personalized attention and customized solutions, we are committed to empowering our clients to achieve their financial goals.
What Sets Us Apart
At Innovate Financial, Inc., we take pride in our unique approach to financial planning and investment management. Our focus on client relationships, customization, and expertise sets us apart from traditional financial institutions. We are proud to serve federal employees and their families, providing comprehensive financial guidance and support throughout their careers and into retirement.
