Innovative Investment Partners

At Innovative Investment Partners, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. We are specialists in providing individuals and their families and business owners with a structured and customized financial plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that help to provide you with: A sustainable lifestyle during retirement Enough income to enjoy travel and other desired recreational pursuits Income to help pay for unforeseeable and unplanned life events Let us help guide you toward a worry- and stress-free retirement. Allow the experienced professionals at Innovative Investment Partners to provide the insight and direction you need to help build a solid retirement plan that is focused on fulfilling your individual needs and financial goals. We offer you access to a full range of financial and retirement services, standing as a valuable resource for you as we work together to plan for your retirement. Financial Planning with a Purpose Our mission is to be the trusted financial advisor for all aspects of our clients' financial lives. In so doing, we take the time to develop a complete understanding of each client's financial goals and aspirations, their individual circumstances, and their investment objectives and concerns. With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide them through life's challenges, and remain on the right track for financial success. Evidence Based Our investment philosophy and approach is perhaps best defined by what it is not: stock picking and market timing, which are costly efforts put forth by brokers and money managers in their attempt to “beat the market.” Data shows that an overwhelming majority of these high-cost stock pickers and market timers fail to meet or beat their benchmarks. Instead, we embrace the Efficient Markets Theory, which states that all available information is known to market participants and no one can beat the market with any consistency or regularity. We subscribe to this theory in addition to classic Modern Portfolio Theory, which takes into account asset allocation and diversification, as well as strategic rebalancing. Taking an academic and evidence based approach to investing, in combination with low-cost investment vehicles, are worlds apart from the “Wall Street” firms and many other independent firms. How We Help At IIP we help you plan for all stages of life. Whether you are close to retirement and need a plan to transition from accumulating to withdrawing from your assets, already in retirement and concerned about providing sufficient income, just starting out and wanting to grow your nest egg, or somewhere in between, we can help. We start by getting to know you and understanding your needs. Together we will review: Accumulation How to grow your assets in a low-cost and broadly diversified manner Retirement Planning Developing a path to help you reach your financial goals Estate Planning Helping ensure your assets pass as intended Taxation How to minimize your tax burden Behavior How to respond to market fluctuations Through discovery, we will determine what your specific needs are and develop an implementation plan for your financial future.

Address: 851 Burlway Road, Suite 600 Burlingame, CA 94010, USA

Phone: +1 650 684 0800
FAX: +1 888 959 3353