In partnership with Agape Insurance Partners, Inc.
For over 20 years, Scott Taubman and his team at Innovative Financial Management have delivered customized, goals-based financial planning to individuals and families. Recognizing that every client has unique needs, they take a highly personalized approach—working closely with you to chart a course toward financial clarity and long-term security.
To provide the most comprehensive solutions, Innovative Financial Management leverages the deep resources of Ameriprise Financial Services, Inc., the nation’s leading independent financial planning firm, now over 125 years strong. We are proud to collaborate with them—and to bring their trusted expertise directly to you.
Scott Taubman has partnered with Kirk Borg and the team at Agape Insurance Partners for over a decade, offering a seamless blend of financial planning and insurance services for clients who want peace of mind in all areas of life.
Whether you’re saving for a home, planning your dream retirement, protecting your income, or hoping to leave a legacy, we’re here to guide you. Through Ameriprise’s Confident Retirement® approach, we work one-on-one to develop a clear, tailored strategy that aligns with your priorities and risk tolerance—so you can balance today’s needs with tomorrow’s goals.
We focus on four key financial areas:
With clear steps and expert guidance, you’ll feel more confident, connected, and in control of your financial life.
Our comprehensive financial planning services include:
Planning for your future doesn’t have to feel overwhelming. With Scott Taubman, Innovative Financial Management, and Agape Insurance Partners by your side, you’ll gain a trusted team that truly cares about your financial well-being.
Contact us today to schedule a consultation and start building the foundation for a more confident future.
