This is your journey.

Let’s plan for it.

As the founders of Innovative Retirement Advisors, we understand what it means to work hard for our clients. Providing the most up-to-date investment choices and planning products is very important to the development of a comprehensive financial plan, and as our business has grown, so have our client’s needs.

In order provide our clients with every possible opportunity, we chose to partner with Trek Financial, LLC., a Registered Investment Advisory Firm (marketed under the name Trek Financial). By aligning with Trek, we are able to provide our clients with a wider range of planning resources. In addition, we now have access to a network of advisors with extensive knowledge in very specific areas of planning, including investment management, business, estate planning, insurance strategies, and more.

Our clients will have a great amount of interaction with our new brand, Trek Financial. However, a new brand will never change our mission: to maintain our client’s trust, provide the utmost transparency, and work hard for our clients every day.