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  • Home
  • About
  • Resources
  • Services
    • Retirement Planning
    • Insurance Planning
    • 401(k) Plan Consulting
  • Clients
Contact Us

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.

Contact Us
Denis Wheatley, CRPC, RFC, President & CEO
Innovative Retirement Advisors, Inc.
Simon Wheatley, CFP®
Vice President
Innovative Retirement Advisors, Inc.

Contact

Simonw@TrekFinancial.com
Tel: (707) 538-2126
Fax: (866) 436-7672

Office

4737 Stonehedge Drive
Santa Rosa, CA 95405

SEC Check | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22

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