Welcome!

 
 
It’s how we put things together... that sets us apart. We at Innova offer independent financial advice. We assist clients in achieving their financial goals- for retirement, college funding, major purchases or protecting your lifestyles. How We Put Things Together... We gather financial data. We listen to your needs and concerns. We provide structure and perform calculations. We look for innovative opportunities. We offer options. What Sets Us Apart... As one example, we are a source of pre-determining college financial aid eligibility- years before your child becomes college bound. This financial know-how can be acquired by attending one of our unique informative workshops. These workshops provide our clients a ‘financial edge.’ As with many of our services, our clients tend to be professionals with soon-to-be college bound children. How We are Compensated... We are compensated for our experience. However, it is based on your financial needs. You gain access to our collaborative expertise which will allow us to build a relationship... or provide you with a foundation to manage your finances independently. What We Provide... Opportunity. We strive for lasting relationships, sometimes beginning with a simple transaction. Transparency & Access. Reports are generated by independent data aggregators and not by us. Access is available 24/7. (Click on the <Login> link on the left to enroll... or to receive your reports.) Professionalism. We maintain the appropriate licenses and coverages, along with being compliant with mandated rules and regulations. Each advisor has years of training and experience. Independence. We provide access to a wide range of products by a similarly wide range of companies. We filter the list to provide the most appropriate and up-to-date innovations. Details Based Upon Your Interests. After completing your fact-based financial inventory, we propose a detailed structure. We show you how your existing financial snapshot can lead to your improved financial picture. Reassurance. We make sure all recommendations are appropriate, adequate and cost effective. Our recommendations then receive an additional layer of review by our Broker/Dealer. Collaboration with CPAs, attorneys or trusted advisors. Collaboration is key in any well-rounded financial plan. Our proprietary financial inventory, structures and calculations process is called FISCAL. Take a look at it. After all, it’s how we put things together... that sets us apart. Phone: 814.466.6925 email: mrbogdan@InnovaFinancialServices.com Thanks. - (c) 2011 INNOVA Financial Services -Our_FISCAL_Process.htmlmailto:mrbogdan@innovafinancialservices.comshapeimage_5_link_0shapeimage_5_link_1

Securities and/ or Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor.

Innova Financial Services and Woodbury Financial Services, Inc. are not affiliated entities.

Securities offered only where registered to do business:

Securities registered: PA, OH, NY, FL  /  Insurance licensed: PA, OH, FL  /  Resident State: PA

Innova Financial Services