Financial Planning

Innovative Insurance Solutions offers personal insurance and financial tools backed by an A.M. Best A+ rated and Standard & Poor’s AA rated company:

• •401k,="" IRAs,="" annuities
  
  •Pensions, mutual funds, profit-sharing
  
  •Long term care insurance
  
  •Health insurance
  
  •Disability Insurance
  
  •Life Insurance (Whole, Term, Universal)



 

IIS founder Steve Purdy has more than 20 years experience planning successful estates and worry-free retirements:

• Certified, Long Term Care (CLTC)
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Licensed Insurance Broker (LTC, Life, Health, Property and Casualty)
• Licensed Securities Representative
• Honor Roll, Million Dollar Roundtable (MDRT)