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Innovative Financial Group, LLC

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Innovative Financial Group, LLC

Overview:

Your Goals.
Our Solutions.
Ask IFG how we can help you chart a course toward your personal financial goals. By asking
questions and planning today, you’re taking an important step toward securing your dreams.
With offices in Nashville, Atlanta, Memphis, and Chattanooga, we offer financial guidance to
clients across the Mid-South region.
At Innovative Financial Group, our mission is to build lifelong relationships with our clients
and provide suitable financial strategies to meet their individual needs. Since 1936, we’ve been
helping our clients pursue their dreams with confidence and peace of mind.
We help put the financial world at your fingertips with access to products and services, along
with the knowledgeable guidance and consistent support you need to find the right path and
stay on it – no matter how your life and dreams change over the years.
We offer a comprehensive range of products and services for individuals and small businesses.
Personal Protection
Life Insurance
Disability Income Protection
Long-term Care Protection
Planning Strategies
Personal Financial Needs Analysis
Financial Planning*
Estate Analysis**
Retirement Strategies
Charitable Giving Strategies**
Investment & Wealth Accumulation
Annuities
Brokerage Accounts
(Stocks, Bonds, Mutual Funds, ETFs)
Tax Efficient Portfolio Management
Third Party Money Management
(Separately Managed Accounts)
Wrap Programs
Business Services
Business Financial Needs Analysis
Succession & Growth Strategies
Asset & Income Protection
Benefits & Retirement Plans
Executive Compensation Plans
Key Person Insurance

History:

Since 1936, we’ve been helping our clients pursue their dreams with confidence and peace of mind. We put the world at your fingertips with access to products and services, along with the knowledgeable guidance and consistent support you need to find the right path and stay on it – no matter how your life and dreams change over the years.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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