Our Approach

At Ingenuity Financial Services, we have been putting the needs of our clients first for more than 30 years. We take the time to get to know you and understand what is important to you. We partner with you to make your life better—less complicated—and to help you feel more confident about your financial future.

We listen and ask questions
You can expect us to ask questions and listen to what's important to you. We want to know about you and your family. We want to know who is important to you and why. We want to know how you want to be remembered by others after you have left this life.

We give clear answers to your financial questions
Everyone has financial questions. We believe we have answers that make sense. We strive to understand the question before we begin our answer. It is our goal to provide answers that are well thought out and carefully researched.

Your goals create your plan
We listen to your goals—and we work with you to clarify your objectives, as needed. Once your goals are defined, we work with you to develop an action plan that supports their achievement. When established, we will see that your plan is fully implemented. We move at your pace, while always keeping the larger picture of your financial future in focus.

Ongoing systematic reviews
When you experience a life-changing event or your priorities shift, we will provide you with meaningful financial updates. We will meet with you routinely to review your portfolio allocation, risks, and results. Between appointments, we will always be available to you when you need us.

Knowledge and experience
We have the knowledge and experience to provide for your financial needs. We will always serve your best interests with clear, sound judgment. We will act judiciously on your behalf and address any concerns you bring to our attention.

In addition, we commit to providing:

• Sound investment portfolio management at a fair price
• Accurate information on our tailored solutions, including risks, benefits, and cost
• Clear information about all costs related to our products and individual transactions
• Privacy regarding your confidential personal information
• Secure information and financial access systems—and to safeguarding your identity and assets