Mike Nakashima established Innovate Financial, Inc. in 2007. Mike is from Iowa where he graduated from of the University of Iowa (Go Hawks) His Father, Jim, was a special education teacher and his mom Dianne, raised him and his two siblings while working in retail part-time. Mike has sixteen years of financial services experience including working for TD Ameritrade, Jackson National Life and JA Counter & Associates.
When Mike was 24 his father passed away. The one financial advantage of being a teacher is the pension you receive at retirement. His father was never able to experience his pension and it opened Mike's eyes to the importance of incorporating valuable employee benefits with financial planning strategies.
When Mike was 24 his father passed away. The one financial advantage of being a teacher is the pension you receive at retirement. His father was never able to experience his pension and it opened Mike's eyes to the importance of incorporating valuable employee benefits with financial planning strategies.
Services
Your financial well-being and retirement are too important for confusion to be part of the equation. Our team has received professional training on federal employee benefits and have been working extensively with federal employees since 2007. Whether you are part of the old CSRS system or FERS, We can help you interpret the maze of federal acronyms and assist you along your retirement journey.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our best clients desire ongoing support, money management and advice. We establish relationships with our clients for long term planning. For our managed money platform, we use Orion Portfolio Solutions and the assets are held at TD Ameritrade. Our minimum new account size is $500,000. Our fee is 1% Annually of the assets we hold at Orion, and we will discount fees for clients investing over $750,000.
Your federal benefits can be extremely valuable and it's important that you understand your federal employee retirement benefits before you retire. If you manage them correctly, your federal benefits and federal retirement benefits can greatly compliment your overall retirement plans. We help you understand the value and make educated decisions with your federal employee benefit retirement options.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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