Do you have the financial
freedom to live the quality
of life that you desire?
Do you spend your time
doing what is important to
you with those important
to you?
Our mission is assisting clients to increase their quality of life by providing exceptional value in pursuing their financial goals and dreams.
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Innovative Financial Management
Innovative Financial Management Inc. was founded out of a need to provide investment management and planning.

Asset Preservation
Most Financial Advisors do not normally address these issues, however we feel it is important, with educated advice, to assist you in evaluating your current situation.

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Our investment advisors would be happy to answer any questions you have about your financial situation.
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Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…
Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level last seen in 2007.
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.