Innova Wealth, LLC

Innova Wealth, LLC was established to help simplify our clients’ financial lives, and to help achieve their dreams and goals leading up to and in retirement. We are a group of CPAs and wealth advisors with a history of delivering sound financial and tax guidance to our clients. As a Registered Investment Advisory firm, we are independent of any proprietary products. This means that our fiduciary responsibility is only to you, our client. In addition, we bring an innovative model to wealth management that involves a 360 degree view of all aspects of our clients’ financial picture. More importantly, we accomplish this by opening the lines of communication with our clients’ key advisors: CPA, Attorney, and Insurance Agent.

Our Philosophy

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2nd Opinion

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Commentary

What Recent Inflation Signals Mean for Financial Planning

Charles Roe |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...

Rethinking Retirement: Why True Wealth Is More Than Money

Charles Roe |
Categories
Retirement
Lifestyle
Health
Family
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...

Overlooked Retirement Expenses (And How to Plan for Them)

Charles Roe |
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...