What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Innovative Planning Group

Home
United States
Woodbury, MN
Innovative Planning Group

Your Personal CFO, helping you simplify your financial life by coordinating retirement planning, investments, and tax strategy - all in one place.

We are a team of financial professionals that offers a holistic approach to wealth management services for individuals, families, and businesses. To us, a new perspective in planning requires a team with new perspectives, which is why the IPG team has been carefully assembled with individuals that live our principles of knowledge, integrity, and impact to their core. We don’t shy away from being d

ifferent, we welcome change, and we respect time-tested wisdom. No matter your current stage we are, and will be, here to serve you.

09/01/2026

We’re proud to recognize three of our people this month for their commitment to continuing education! 🎉

Trevor and Leif both completed their CFP® designations, while Andrea earned the RSSA® designation, further expanding her expertise.

Knowledge is one of our core values, and we believe continuing to learn and grow is essential to serving our clients well. Our industry is always evolving, and investing in our knowledge helps us stay current, strengthen our expertise, and provide the best guidance possible.

Congratulations, Trevor, Leif, and Andrea! We’re proud of your dedication to lifelong learning and the example you set for our team. 👏

08/27/2026

The Minnesota State Fair is here! 🎡

Whether you're there for the Sweet Martha’s Cookies, cheese curds, or the Giant Slide, it’s a reminder that some of life’s best memories are worth planning for.

Financial planning isn’t about eliminating the fun or saying no to everything you enjoy. It’s about understanding what matters most to you and making room for those things in your financial plan.

What’s your must-have State Fair stop? 👇

08/25/2026

One year ago, Kaylee McClellan, CFP® made the decision to partner with IPG and take the step toward becoming an independent financial advisor. We’re so grateful to have been part of that journey and to work alongside her as she continues building a practice centered around her clients and their goals.

We’re proud to support Kaylee behind the scenes so she can stay focused on what matters most: serving her clients and building lasting relationships.

We love working with you, Kaylee, and can’t wait to see all the incredible ways you continue serving your clients for years to come. Cheers to year one! 🥂

08/20/2026

Our August IPG team meeting was filled with so many things to celebrate. From Aaron Brandt reaching a career milestone, to two team members earning their CFP® certifications, and Andrea Schrieffer, CFP® completing her RSSA designation, there was plenty to recognize!

We’re proud of the continued growth, learning, and dedication our team brings to IPG. Congratulations to everyone on these accomplishments! 🎉

Here’s to celebrating the milestones along the way and continuing to grow together.

08/18/2026

Whether it’s your children, grandchildren, or another loved one just beginning their financial journey, we’re here to help.

A strong financial future starts with a strong foundation. We’d be honored to help the next generation build confidence, make informed decisions, and create a plan for the years ahead.

Because financial guidance isn’t just for today - it’s for the generations that follow.

08/13/2026

Katie Kroll and Matt Miller just returned from the LPL Focus Conference, where they joined thousands of financial professionals from across the country for a week of learning, connection, and fresh perspectives!

One of the biggest takeaways they’re bringing back to our team? The importance of having the conversations.

🏡 Family meetings matter. Creating intentional space for families to talk about finances, goals, and the future can help everyone feel included and prepared.

💬 Beneficiary conversations matter, too. Having open conversations about who is included in a plan - and why - can help ensure each generation understands the plan and feels supported.

We’re excited to put these insights into practice and continue helping our clients build financial plans that support not only their goals today, but the generations to come.

08/11/2026

You can’t plan for everything, but you can plan for change.

As your family grows and your financial priorities evolve, your plan may need to evolve with you. From unexpected expenses and career changes to planning for the next generation, having a flexible financial plan can help you make thoughtful decisions along the way.

Is your financial plan keeping up with where life is taking you and your family?

Let’s start the conversation.

08/06/2026

IPG August birthdays! Join us in wishing Roger Anderson a happy birthday this month!

07/30/2026

Your RMD isn't just a required withdrawal. It can impact your retirement income, taxes, charitable giving, and other financial planning decisions.

If you're unsure whether an RMD applies to you or you'd like to discuss your 2026 distribution strategy, reach out to your advisor. We're here to help you make sure it's part of a well-rounded financial plan.

07/29/2026

Meet the team behind the plan 👏

At IPG, financial planning is a collaborative effort. While your advisor helps guide your financial strategy, our planning team works behind the scenes to analyze the details, build personalized recommendations, and help ensure every piece of your financial life works together.

Today, we're excited to introduce the talented individuals who make up our Planning Team. Although you may not always see them in meetings, they play an essential role in helping our advisors deliver the personalized planning experience our clients expect.

Take a moment to get to know the names and faces behind the work. We're grateful to have such a dedicated team helping turn financial goals into actionable plans.

Address

710 Commerce Drive Ste 150
Woodbury, MN
55125

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+16512194491

Website

http://www.innovativeplanning.com/

Alerts

Be the first to know and let us send you an email when Innovative Planning Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Innovative Planning Group:

Want your business to be the top-listed Finance Company in Woodbury?