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Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130

About Us

Welcome and thank you for visiting Innovative Retirement, LLC.  We are an independent financial planning firm with office locations in both Wisconsin and Texas.

Our innovative technology allows us the opportunity to work with clients across the country of different ages, backgrounds, and financial situations.  The one thing our clients have in common is a desire to meet and exceed their financial goals through the assistance of rock-solid financial advice from people whom they trust.  We strive to build deep relationships with our clients and view them all as part of our family. 

We believe in a goals-based, planning driven approach as opposed to a market-focused and performance-driven approach.  This means that we help our clients think and act long term, without giving in to the fears and fads of the moment.  We do this more specifically by helping clients through the financial planning process which involves:

  1. Listening and understanding you and your family’s personal and financial circumstances
  2. Identifying and prioritizing your goals & objectives
  3. Analyzing your current financial situation and how it impacts your current and future goals
  4. Developing financial planning recommendations that encompass all areas of wealth management including cash flow, budgeting, emergency reserves, risk management (insurance) investment, retirement income, wealth accumulation, college savings and estate planning
  5. Implementing the financial plan
  6. Monitoring your progress and updating your plan as life, circumstances and goals change

We firmly believe that anyone who has a written, dollar specific-date specific financial plan, with specific action steps is much more likely to reach their goals than those who don’t.  At Innovative Retirement, our advisors are here to be your partner and guide in helping you achieve your financial goals.  Together, nothing is impossible.

Please reach out to us today, so that we can have a conversation about your future!