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You Worked Hard To Accumulate Your Wealth, Let's Keep It In The Family!

Innovative and independent planning for a comfortable retirement and a better legacy for your family.

Estate Planning

Do you need a trust?

Life Insurance

Can you improve on your current policies?

Investment and Retirement planning

How long will your money last?

We Stay Focused on Market Trends, so You Don't Have To

<strong>Your Financial&#160;Quarterback.</strong>

Your Financial Quarterback.

At Innovative Financial Group - Chattanooga, we are committed to helping our clients pursue the protection and growth they desire for the future of their families and their businesses. We strive to achieve our client's goals through innovative individual-focused processes and solutions that we develop based on their unique circumstances and concerns. We do this by collaborating with their accountants, CPAs, and attorneys to customize a financial plan best suited for their current and future needs, so that we can provide them with consistent, trustworthy support through all stages of life.

Compass is a financial tool our clients utilize daily to stay on top of their finances. Click the video below for more information.

<strong>What We Bring to the Table</strong>

What We Bring to the Table

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.

Learn more about your team here at Innovative Financial Group - Chattanooga.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Estate Planning

Investment Management

Financial Planning


Tips and Resources

The latest topics in our library to Inform and Inspire.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Our Experts

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