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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

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David Cobb | May 4, 2022

Keys to Successful Debt Management

Finance
Perhaps the most encouraging outcome of the latest recession is the increasing emphasis on debt reduction by most Americans.  We are borrowing less and saving
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David Cobb | Apr 4, 2022

What Does Having Wealth Mean to You?

Finance
In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth
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David Cobb | Mar 4, 2022

Should You Take Early Social Security Retirement Benefits?

Finance
Retirement
Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be
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David Cobb | Feb 4, 2022

Asset Allocation: The Key to Long-Term Investment Returns

Finance
Investments
Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up
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David Cobb | Jan 4, 2022

Does Your Portfolio Embrace Market Volatility?

Finance
Risk Management
Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result
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David Cobb | Dec 4, 2021

Picking the Brains of the Rich – We Find Some Investment Nuggets

Finance
Investments
Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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David Cobb | Nov 4, 2021

How to Build a Realistic Budget and Stick with it

Finance
At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow
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David Cobb | Oct 4, 2021

What are your Portfolio Performance Expectations?

Finance
Investments
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
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David Cobb | Sep 4, 2021

Financial Decisions Made Easy with Clearly-Defined Goals

Finance
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
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David Cobb | Aug 4, 2021

To Rollover or Not Rollover Your 401k Plan – It Depends

Finance
Retirement
One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.
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David Cobb | Jul 4, 2021

Understanding the Money Value of Time

Finance
In the realm of financial planning, time is our most valuable asset.  It’s available to all of us, providing each individual with the same opportunity to
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David Cobb | Jun 4, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Office

6011 West River Drive NE
Belmont MI 49306

Contact Info

616-293-3333
david@iianow.com

   

Get in Touch

David Cobb is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Innovative Financial Group is not affiliated with USA Financial Securities. David Cobb is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: CO; MA; MI; MO; WI. For investment advisory services these states include: MI; OH. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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