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