Innovative Financial Group, LLC

Innovative Financial Group, LLC David Cobb is an investment advisor representative of, and securities and advisory services are offe Having earned his B.B.A.

In October of 1990, at the encouragement of many insurance and financial planning practitioners, David Lee Cobb entered into the investment, life insurance, and financial estate planning industry. from Western Michigan University, with an emphasis in Accounting & Finance, as well as obtaining several professional designations, David has spent 31 years consulting and advising both businesses and pr

ofessionals in the Greater Grand Rapids area while establishing leadership within the industry and community. He also serves clients throughout Michigan and the US. He is dedicated to the companies’ mission to help families and businesses protect their incomes, lifestyles and assets through prudent careful planning. Today David is Founder & President of Innovative Financial Group (IFG), Innovative Insurance Advisors, LLC (IIA), and Innovative Capital Management, LLC (ICM) and remains a leader in the Life Insurance, and Financial Planning industry. David presides over an experienced team of highly qualified professionals who all are licensed agents through the State of Michigan, “Office of Financial and Insurance Regulation.”

David Lee Cobb is an independent financial advisor who is committed to helping clients work toward their financial and retirement goals; specifically helping them strive for their maximum financial potential. Clients of David have been able to achieve additional benefits in the areas of tax savings, increased lifetime retirement income streams and improved protection management for a more confident financial life through his planning process. David and his team have worked with hundreds of West Michigan business owners and professionals, always with the goal of helping them maximize their life insurance portfolios, annuity portfolios, employee benefit plans, retirement and asset protection plans. David is recognized for providing top notch personal service to his clients. His initiative, passion, and loyalty have been hallmarks of the companies’ success. David and his team pride themselves as not only being “innovative”, but highly service responsive and efficient. In his free time, David loves to travel, play racquetball, paddle ball, play golf, downhill snow ski, spend time with his family and teach Spinning in his spare time! He also enjoys serving on boards & committees and volunteering for a number of non-profit organizations in West Michigan. Lastly, David serves in the Enforcement Unit of the Traffic Squad for the Kent County Sheriff’s Department as Deputized Sheriff. While this is a voluntary and unpaid position, David considers it an honor to be a part of an organization, that gives back so much to the area communities.

U.S. News & World Report presents some factors to consider when evaluating your retirement savings. More @ https://bit.l...
12/10/2020

U.S. News & World Report presents some factors to consider when evaluating your retirement savings. More @ https://bit.ly/35nnyYE

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

Here’s how to tell if you are an exceptionally good retirement saver.

Recent studies illustrate a drop in COVID-19 death rates.  NPR has the details @ http://n.pr/3dJVGAz Note: This link is ...
10/23/2020

Recent studies illustrate a drop in COVID-19 death rates. NPR has the details @ http://n.pr/3dJVGAz

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

More hospitalized patients are surviving than early in the pandemic. Improved treatments make a big difference, but so does flattening the curve to keep hospitals from overfilling, researchers say.

A good plan begins with a good conversation!
10/06/2020

A good plan begins with a good conversation!

I seek to help future retirees utilize efficient and integrated financial strategies to help them feel confident and hap...
09/09/2020

I seek to help future retirees utilize efficient and integrated financial strategies to help them feel confident and happy about their retirement.

Adjusting to working from home? Here's how companies are preparing their employees to work from home long-term. Read mor...
09/01/2020

Adjusting to working from home? Here's how companies are preparing their employees to work from home long-term. Read more @ CNBC: https://cnb.cx/3gpJqEV

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

Nearly six months after the coronavirus upended daily life and work, companies large and small are scrambling to turn their temporary fixes into more sustained benefits to support their workers at home.

The CARES Act has suspended Required Minimum Distributions (RMDs), you can return yours until August 31st!Fox Business h...
08/25/2020

The CARES Act has suspended Required Minimum Distributions (RMDs), you can return yours until August 31st!

Fox Business has the story @ https://fxn.ws/3gmZmHT

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

Here are the reasons that many seniors wish required minimum distributions were avoidable. And this year, they are.

Amidst market uncertainty, it may be time to review your long-term retirement plans. Yahoo! Money has the latest @  http...
08/11/2020

Amidst market uncertainty, it may be time to review your long-term retirement plans. Yahoo! Money has the latest @ https://bit.ly/3fK5YQx

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

Although the coronavirus pandemic has caused undue economic stress for the country, one financial expert is saying that now is not the time to panic, but rather take control of your personal finances.

MarketWatch asks if Roth is right for you. The short answer is: not for everyone. More @ https://on.mktw.net/2X2SbxZ Not...
08/04/2020

MarketWatch asks if Roth is right for you. The short answer is: not for everyone. More @ https://on.mktw.net/2X2SbxZ

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

A Roth IRA can be a great idea — but not in all situations

CNBC examines how millennials are showing interest in impact investing. More @ https://cnb.cx/3fhLHle Note: This link is...
07/31/2020

CNBC examines how millennials are showing interest in impact investing. More @ https://cnb.cx/3fhLHle

Note: This link is from a third party. While we thought it of value upon our review, keep in mind that the information may change or possibly be inaccurate.

You can do well by doing good when you invest using socially responsible strategies.

Daylight Savings Time ends this Sunday! Don't forget to turn your clocks back 1 hour.
11/02/2018

Daylight Savings Time ends this Sunday! Don't forget to turn your clocks back 1 hour.

Happy Halloween!Wishing you and your family a safe and happy halloween!
10/31/2018

Happy Halloween!

Wishing you and your family a safe and happy halloween!

Address

6011 West River Drive NE, Suite C
Belmont, MI
49306

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+16163651100

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