About Us

Our goal is to help provide greater peace of mind to families, farmers, and business owners. Our Holistic Planning Approach is a comprehensive financial process designed to help guide clients through all of life’s phases. We help our clients crystalize their goals and objectives and then work with them and their advisors in the planning process to achieve the desired results. We provide families, farmers, and business owners with the tools needed for comprehensive retirement income planning, business succession, and estate distribution. We operate with the highest levels of integrity, and we are committed to developing strong, long-term relationships with our clients, their families, their businesses and their advisors.

**Nathan Clark is a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a licensed Insurance Agency, and a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are new York Life Companies. Innovative Financial solutions is not owned or operated by New York Life or its affiliates.