Welcome to InnoVest Financial Services, LLC
Built on a solid foundation of personal service and a commitment to providing our clients the best advice and planning, InnoVest Financial Services is your local, personal, and trusted financial services firm.
Located in Enfield, CT we have been on Route 5 for the last 40+ years serving the local community.
Please contact us for a No-Cost complimentary appointment, and let the team at InnoVest Financial Services show you how we can help you pursue your financial goals.
Call us at 860-745-6448 or email us at email@example.com.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.