Financial Planning Services Provided By
Innovative Financial Management
Scott Taubman and his team have been offering Goals-Based Financial Planning to their clients for over 20 years. Each client is unique, with different goals and needs. Depending on those goals and needs, Innovative Financial Management will draw upon the vast resources of Ameriprise Financial Services, Inc. and others to find the right solution for you. Ameriprise is the leading independent, financial planning firm in the United Stated celebrating 125 years of service in 2019. We are proud to be affiliated with Ameriprise and to be able to bring their expertise, together with ours, to you. In addition, Scott has worked with Kirk Borg and the staff at Agape Insurance Partners for more than ten years.
Whether it’s saving to buy a home, protecting your income, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.
We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.
Our Areas of Expertise
- Comprehensive Financial Planning
- Life Insurance
- Investment Management
- Estate Planning
- Employer Retirement Plan Rollovers
- Tax Planning
- Social Security and Medicare Planning
- Multi-Generational Planning
- Debt management and budgeting
- Cash flow management
- Business Succession Planning
- Employee benefits planning
- Disability Insurance
- Long Term Care Insurance
Contact us through Agape Insurance Partners or call us directly 623-249-2610
Scott W Taubman, Certified Financial Planner™
President, Financial Advisor
(623) 249-2610 Office
(602) 402-0085 Cell