Company profile
Innovative Planning Group
Financial planning, investments & tax coordination | Your Personal CFO
- Industry
- Financial Services
- Employees
- 23
- Headquarters
- Woodbury, MN
- Founded
- 2016
- LinkedIn followers
- 2,482
- Office locations
- 4
Innovative Planning Group company summary
Innovative Planning Group is a company in the Financial Services industry, headquartered in Woodbury, MN, founded in 2016. On LinkedIn the company has around 23 employees and 2,482 followers. The company lists 4 office locations. Its listed specialties include Retirement Income Planning, Employee Benefits, Family Office, Tax Preparation & Consulting, Charitable Giving Strategies.
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About Innovative Planning Group
We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Specialties
Where is Innovative Planning Group located?
Innovative Planning Group lists 4 office locations.
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Frequently asked questions about Innovative Planning Group
What does Innovative Planning Group do?
We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
How many employees does Innovative Planning Group have?
Innovative Planning Group has around 23 employees on LinkedIn.
Where is Innovative Planning Group headquartered?
Innovative Planning Group is headquartered in Woodbury, MN.
Where does Innovative Planning Group have offices?
Innovative Planning Group lists 4 office locations, including Woodbury, MN, US; Amery, Wisconsin, US; Hudson, Wisconsin, US; Minnetonka, Minnesota, US.
When was Innovative Planning Group founded?
Innovative Planning Group was founded in 2016.
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