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Sound Wealth Financial Group

Contact Person
Marie Cantone
Title
Employee Benefits Specialist
Short Introduction Statement
Innovative Service is a full service employee benefits firm. We specialize in individual and group health insurance, dental/vision insurance, long term and short term disability insurance, as well as group life insurance and more. We represent all of the major insurance carriers and work with all size groups maximizing their benefit dollars through a thorough analysis of their current benefit package. In addition, we provide a full complement of financial services.
Address
80 Crossways Park West, Woodbury, NY
Zip
11797
Telephone
516.677.6287
E-mail
Website
www.livingbalancesheet.com/flash/Clients_Series6_webHi.htm
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Innovative Planning Services, Inc.  Founded in 1992, Innovative Planning Services, Inc. is one of the strongest financial services organizations in the New York metropolitan area.   Innovative Planning Services, Inc. offers individuals, professionals, business owners and closely held corporations, assistance in the design and management of: 
  • Wealth Accumulation
  • Risk Management
  • Corporate Services
  • Employee Benefits
  • Business Planning & Continuation
  • Executive Compensation
  • Estate Planning
 The increasing complexity of the world has called for a broader view and greater diversity of products and services to serve the unique needs of our clients.  We offer an extensive array of insurance and financial product designs customized to fulfill our clients’ diverse circumstances and concerns.                               What does Innovative Planning Services do for its clients?

First, we listen

Until we have a clear idea of your particular objectives and attitudes, we cannot create a viable program for you.  So, while we listen, we also pose questions, like “how do you want to be living ten, twenty, thirty years from today?”, “with what degree of risk are you comfortable?”While our products and services are identified by the words and phrases of the financial community – risk management, annuities, mutual funds, wealth accumulation strategies – the basic benefits of a well-designed program are defined in more profound terms- security, trust and peace of mind.

Then, we Analyze

Our analysis is based on the facts of your situation by identifying the hidden pitfalls that may be present.  We acknowledge that with the changing financial rules and opportunities, today’s facts can become tomorrow’s fallacies.Your financial analysis is based on your unique circumstances, strengthened by a commitment to avoid the attractive hazards masquerading as facts.Finally, we planOur objective with each of our clients is something more than merely a close client relationship.  We form a partnership, where clients actively participate in the creation of their own prosperity.For your prosperityThe Prosperity Maximization Process is a flexible strategy of money management. It teaches you how to make your money work harder as it focuses on protecting your finances from wealth eroding forces.  This process is used to tailor a strategy designed to improve our clients’ financial well-being.With the wide range of products and services available in the market, you may lack the time to properly research all aspects of your financial affairs. Information overload can lead to financial paralysis. A partnership with our firm can help you develop an effective approach by providing easy to understand and easy to follow financial models.  Using the Prosperity Maximization Process, your money decisions will be organized, simple and easy to track.  We listen, analyze, plan, then execute.  Above all, we serve a community of prospering clients by partnership and processes, not just products.   

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