Products & Services

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As a full-service financial consulting firm, we offer clients an assortment of quality investment choices.

At Innovative Financial Management, we provide assistance in the following areas:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

*Financial Planning offered through LPL Financial.

Our Capabilities

Click here to view a brochure on our capabilities.

3535 American Drive, Colorado Springs, CO 80917
Phone: (719) 578-5400, Email: steve.spanton@lpl.com


LPL Financial Form CRS

Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC
All Rights Reserved.

The LPL registered representatives with Innovative Financial Management may only discuss securities or transact business with persons who are residents of AZ, CA, CO, FL, HI, ID, IL, IA, NE, NV, NJ, NM, NY, NC, OH, OK, OR, TX, VA, WA and WI.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.