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  •  Tel: (616) 365-1100
  •  Fax: (616) 365-1245
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Insurance Planning

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Here at Innovative Financial Group we have created an insurance planning division, Innovative Insurance Advisors (IIA), to handle all of our client’s insurance needs. IIA was formed as a company focused on educating businesses, individuals and families in the areas of life insurance, annuities, long-term care insurance and disability income insurance. IIA currently works with over 30 life insurance carriers to offer a variety of products to meet client needs.

The goal of IIA is to help families, professional individuals and businesses to obtain maximum financial potential by protecting and insuring their incomes, their lifestyles and their assets. We work toward our objective through a balanced three-prong approach. Our three-prong approach includes not only planning during the accumulation phase, but also planning for the distribution and preservation phases.

Our Services

  • Wealth Management
  • Retirement Income Planning
  • Insurance Planning
    • Services Offered
  • Medicare & Social Security Planning
  • Employee Benefits

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6011 West River Dr NE Suite C
Belmont, MI
49306 USA

  •  Tel: (616) 365-1100
  •  Fax: (616) 365-1245
  •  david@innofg.com
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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: IL; 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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