Innovative Insurance Solutions
Insurance Agency
Why pick this one
Innovative Insurance Solutions creates custom retirement plans and provides a free consultation with a personal financial blueprint.
Best for
- Individuals planning for retirement
- Retirees balancing growth and preservation in a portfolio
- Families seeking life insurance for wealth transfer
- People exploring tax-free income or college funding strategies
- Clients wanting retirement planning coordinated with CPAs or elder attorneys
Look elsewhere if
- People seeking only property-and-casualty insurance
- People needing an emergency insurance response
- People seeking a published insurance price without a consultation
Specialties
- retirement planning
- retirement portfolio balancing
- life insurance for wealth transfer
- tax-free income strategies
- college funding strategies
What makes them different
- Offers a free consultation with a personal financial blueprint
- Creates custom retirement plans starting from a blank piece of paper
- Uses a network of CPAs, elder attorneys, and other specialized professionals
- Combines safe-money and reasonable-risk options to address retirement growth and preservation
- Provides consultations by phone, email, coffee meetings, or golf meetings
Distilled from this business's own website.
Contact & Location
- Address
- 1207 Latham Rd, Greensboro, NC 27408-7517
- Phone
- +13368928370
- Website
- http://www.michellemorar.com/
- MMORAR68@GMAIL.COM
Services
- financial planning
- retirement planning
- life insurance