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Financial Services

Our Process

Extraction

Extraction

In gold mining you draw ore from the earth through the extraction of dirt, we gather data and information on your unique needs, wants, wishes, and values.

Processing

Processing

We then take the data we have gathered and begin the process of constructing an individualized ROADMAP unique to each client.

Refining

Refining

Your ROADMAP and our tools help us to refine your data into an ongoing plan that serves you for the long term.

Predictive Maintenance

Predictive Maintenance

Once a plan is in place, we are not done! We continue to perform ongoing maintenance to ensure you are on track to meet your goals. Whether long term or short term… Innovative Advisors is here to keep you on the path to successfully accomplishing your goals.

We craft individualized solutions to help solve the retirement income challenge for employees in the mining industry in Northeastern Nevada. 

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance