Member Privileges

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While keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

At Innovative Financial Management, we truly value our clients and continuously strive to provide exceptional Customer Service. We have designed our Member Privileges program to ensure that our clients are receiving the highest level of customer service.

Platinum Member Privileges:

  • Exclusive! Annual Platinum Only Appreciation Event
  • Access to our Network of Professionals
  • “On Call” Personal Cell Phone Contact
  • Annual Client Appreciation Event
  • Personalized Financial Binder
  • Quarterly Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates

Gold Member Privileges:

  • Annual Client Appreciation Event
  • Personalized Financial Binder
  • Quarterly Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates

Silver Member Privileges:

  • Semi-Annual Investment Portfolio Review
  • Referral Bonus Program
  • Email Updates