Why Start Now
Financial planning isn't just for retirement.
Whether you're starting your career, growing your family, or building long-term wealth, we're here to help you make confident financial decisions from the very beginning.
Understand your family's financial goals and legacy
Ask questions in a relaxed, no-pressure setting
Build confidence for your own financial future
Strengthen communication across generations
Our Services
One relationship, every stage of the journey.
From your kids' first savings account to the legacy you leave behind, we're built to walk alongside your family at every stage - not just for one transaction.
Education
529 Plans · UTMA Accounts · Trump Accounts
Retirement
Roth IRAs · IRA Rollovers · Employer Plans
Legacy
Wealth Transfers · Family Planning · Charitable Giving
Tax Planning
Strategies to help you keep more of what you earn
Investments
Cash Management · Investment Strategies · Short & Long-Term Growth
Meet Your Advisors
A local, father-daughter advisor team.
As a father-daughter advisor team with Innovative Planning Group, we're passionate about helping families build financial confidence across generations. Together with the experience and resources of IPG, we're here to guide meaningful conversations about your family's future.
Chris Swanson, CFP®
Financial Advisor
Nicole Andrews
Financial Advisor
