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Our Innovative CFO model eliminates the “one size fits all” type plan by being tailored to you and only you. We will surround you with a team of experts that will coordinate all the moving pieces in your life and provide support whenever you need it.

The Innovative CFO is built on the following philosophies:


Planning Philosophy

Investment Philosophy

Risk Management Philosophy

Our firm aims to provide a truly personalized "CFO" experience, helping our clients navigate their financial lives with confidence and clarity. 

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We strive to build portfolios that manage and preserve your wealth more efficiently than market indexes will, while providing exceptional investment insights and understanding.

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IPG’s philosophy on life insurance, disability, and long-term care coverage is centered around 5 core principals. Our independence allows us to find solutions tailored to you.

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