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 firstname.lastname@example.org.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
What can be learned from the savings rate?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
There are nearly 1,200 ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.