Unbiased advice from advisors that follow the fiduciary standard with no added incentive to recommend one investment over another. The retirement seas can be choppy, you need a competent financial professional to help guide you. It's not all about the investments-it's about the retirement map and the tools needed to help achieve your goals.
Financial planning is a process in which clearly defined goals are established and specific action steps are identified to help achieve them. When we sit down with a potential client in our first meeting and ask them. Wealth Innovations, LLC creates and manages customized investment portfolios for its clients.
Financial planning is a process in which clearly defined goals are established and specific action steps are identified to help achieve them. When we sit down with a potential client in our first meeting and ask them. Wealth Innovations, LLC creates and manages customized investment portfolios for its clients.
Services
Wealth Innovations, LLC is an independent, fee based financial advisory firm. Our independence allows us to represent the whole universe of investment and insurance products. We diligently adhere to the fiduciary standard and have done so since our inception. This means that legally we must disclose conflicts of interest and are required to make recommendations that are in the best interest of our clients.
Representing the third generation of financial services professionals for his family, Matthew Sanes, a native Floridian, began his career in the financial services industry in 2006. Unlike many other degreed professionals who started out at big brokerage firms, Matthew began his career working for a national wholesaler.
We offer a wide variety of financial products and services to help you achieve your objectives and financial goals. We employ a proactive client service model, whereby we meet with our clients on a regular basis and rotate through various topics. This can help our clients avoid mistakes, save more money, and gain a better understanding of the intricacies of their finances.
Financial planning is a process in which clearly defined goals are established and specific action steps are identified to help achieve them. When we sit down with a potential client in our first meeting and ask them whether or not they have a financial plan, many of them will answer "yes". If we ask them to describe it, they will generally list out their different investment accounts.
With over 50 years of combined experience in the insurance field we are able to negotiate with insurance underwriters to obtain the lowest cost coverage for our clients. As an independent agency representing over 30 Life, Long term care, and Disability income insurance companies, we analyze and compare policies from multiple companies to arrive our recommendations.
Reviews (2)
Phil Sisk
Aug 22, 2021
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I've been working with Jim Laneave at Wealth Innovations for several months now and am very pleased with his advice and recommendations. He takes time to find out what MY goals are and makes suggestions on a personalized financial plan that will allow me to sleep well at night without worrying about whether I made the right choices. There was no pressure on me to make a quick decision or to accept the plan until I understood it and agreed with it.
I was so impressed with him that I recommended him to my son so he can start an effective retirement plan early to maximize his results. I have also
I was so impressed with him that I recommended him to my son so he can start an effective retirement plan early to maximize his results. I have also
Marilynn Allen
Mar 24, 2021
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