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Innovative Financial Management Inc. was founded by Michael Cecere in 2004, out of a need to provide investment management and planning to individuals rather than to a large corporate financial firm that has restrictions and its own agenda in mind.
INNOVATIVE FINANCIAL MANAGEMENT was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. We strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 719-578-5400.
The Small Box – Many new clients come to us with an investment portfolio set up in an incomplete manner – one with significant gaps in their financial options or coverage.
The Larger Box Tilted on its Side – We work hand-in-hand with our client to re-structure and re-invest the investment portfolio to reduce those gaps and grow the investment portfolio.
The Largest, Full Box – Over time, working together – we work to fill all the gaps in the investment portfolio and work diligently with the goal in mind to grow the investment portfolio until it meets the client’s needs and dreams.