At Innovative Financial Solutions, Inc., we believe financial clarity is the foundation of a secure and fulfilling life. Since 1998, our Bloomington-based firm has empowered individuals, families, and business owners across Indiana with trusted, forward-thinking financial guidance.
As a full-service financial advisory firm, we take a personalized, relationship-driven approach to help clients define and achieve their goals — from retirement and wealth accumulation to tax strategies and estate preservation.
🌟 What We Specialize In:
- 🧾 Comprehensive Financial Planning
- 📈 Investment & Wealth Management
- 👵 Retirement Income Strategies
- 🧑⚖️ Estate & Legacy Planning
- 💡 Tax-Efficient Wealth Structuring
- 🛡️ Insurance Planning & Risk Management
Our team includes Certified Financial Planners (CFP®), Chartered Financial Consultants (ChFC®), and Certified Public Accountants (CPA) — all dedicated to delivering transparent, unbiased advice tailored to your unique financial life.
Why Clients Choose Us:
✔️ 25+ Years of Experience
✔️ Fee-Based, Client-Centered Advice
✔️ Local Expertise with National Insight
✔️ Long-Term Relationship Focus
✔️ Trusted by Generations in the Bloomington Community
📍 Visit us at 357 E. Winslow Rd, Bloomington, IN 47401
📞 Call us at (812) 337-1999
🌐 Learn more at www.ioms.com
Let’s build your financial future — together. Schedule a consultation with one of our trusted advisors today. 💼📊