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Innovative Financial
Financial advisor · Based in Middleton
About
Innovative Financial, Inc. is at 2211 Parmenter Street in Middleton and is led by Robert J. Sawicki, CPA, as president. Its site lists retirement plans and succession for small businesses, plus investments, life insurance, long-term care, disability, estate and tax planning for individuals.
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MadisonWI.com guide
Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
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Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.