Products & Services

At Innovestive Advisors, we thoroughly analyze the timely research provided in our multi-custodian platforms and select those investments best suited to your unique financial situation.

platforms

Pruducts

  • Stocks

  • Corporate and Municipal Bonds

  • Exchanged Traded Funds

  • Mutual Funds

  • Life Insurances and Annuities

education PLANNING

  • UTMA/UGMA

  • 529 plans

RETIREMENT PLANNING

  • 401k

  • Profit Sharing Plan

  • Traditional/Rollover IRA and Roth IRA

  • Simple/SEP IRA

  • Defined Benefit Plan

estate PLANNING

  • Revocable Living Trust

  • Dynasty Trust (Irrevocable Life Insurance Trust, ILIT)

  • Transfer On Death (TOD)