FINNOVATE CONSULTING GROUP
We are a team of experienced financial professionals dedicated to helping individuals, families, and corporations achieve their financial goals.
We make the complex simple
We believe in a holistic approach to wealth building, focusing on increasing your overall net worth and financial security
01
Retirement Planning
Prudently plan your retirement by saving and investing money over time to ensure financial security and a comfortable lifestyle after you stop working
02
Financial Planning
Create and implement a plan to manage your money effectively to achieve your financial goals.
03
College Planning
Deftly plan your kids future - financing post-secondary education, including academic preparation, college research, and financial planning
04
Estate Planning
Legally organize how your assets will be managed and distributed after your death or incapacitation.
05
Life Insurance
Determine the appropriate amount and type of life insurance coverage to meet your financial needs and protect your loved ones
06
Long Term Healthcare
Proactively plan your future needs for long-term care services, such as assisted living or nursing home care, by evaluating options and securing financial resources.
07
Financial Needs Analysis
Analyze various components of your financial life - from income and assets to liabilities and expenses - to understand your current financial status and how you can achieve your financial goals over time
08
New Revenue Streams
Find new ways to make money in addition to your main source of income by teaming with us and empower families for achieving their financial goals