Innovative Planning Group

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

10/15/2026

Our Q4 Investment Committee meeting on October 7th brought great conversation and valuable insights. A special thank you to OneAmerica for joining us as our guest speaker and to Justin Larson, CFA, for sharing his expertise and delivering a timely market update.

Knowledge is at our core.As we celebrate Financial Planning Month, we're highlighting one of IPG's five core values: Kno...
10/13/2026

Knowledge is at our core.

As we celebrate Financial Planning Month, we're highlighting one of IPG's five core values: Knowledge.

Our CERTIFIED FINANCIAL PLANNER® professionals embody this commitment through continued education, professional development, and a dedication to thoughtful financial planning. The CFP® certification represents rigorous standards of education, experience, and ethics, reflecting the importance of staying informed and continually growing in an ever-evolving financial landscape.

We're proud to recognize these eight professionals and the knowledge, perspective, and dedication they bring to our team and the clients we serve.

Independence. Impact. Knowledge. Growth. Legacy.

October birthdays!! Join us in celebrating Seth, Robbie, Todd, and Trevor this month! 🎉
10/08/2026

October birthdays!! Join us in celebrating Seth, Robbie, Todd, and Trevor this month! 🎉

October is Financial Planning Month. Throughout the month, we’ll be looking at the different pieces of a financial plan,...
10/06/2026

October is Financial Planning Month. Throughout the month, we’ll be looking at the different pieces of a financial plan, starting with the most important question: What are you working toward?

Before making changes to your savings, investments, or budget, take time to define your goals. Are you saving for retirement, a home, education, travel, or greater financial flexibility?

Knowing what matters most to you gives your financial plan direction. From there, you can consider how much you need to save, when you’ll need it, and what steps can help you get there.

Start with your goals. Then build your plan around them.

October is Financial Planning Month, and we’re taking the opportunity to break down what financial planning can really l...
10/01/2026

October is Financial Planning Month, and we’re taking the opportunity to break down what financial planning can really look like.

Each week, we’ll focus on four key areas: goals, budgeting, tax planning, and consulting. Each plays an important role, but the real value comes from understanding how they work together.

Follow along this month as we take a closer look at each piece and how intentional planning can help you make informed financial decisions!

Preparing the next generation can mean more than leaving an inheritance. It can mean giving them the tools, knowledge, a...
09/29/2026

Preparing the next generation can mean more than leaving an inheritance. It can mean giving them the tools, knowledge, and confidence to make informed financial decisions of their own.

There are many ways to intentionally support the next generation financially, including:

• 529 plans to help save for future education expenses
• UTMA/UGMA accounts to begin investing for a child’s future
• Custodial Roth IRAs for young people with earned income, helping introduce them to the power of long-term investing
• Charitable giving to pass along values and create opportunities to give with purpose
• Gifting and estate planning strategies that can help transfer wealth intentionally and thoughtfully

But the account itself is only part of the picture.

Financial literacy is one of the most valuable things we can give the next generation. Understanding how money works, how to save and invest, how to make thoughtful decisions, and how to align money with personal values can have an impact that lasts far beyond a single financial gift.

That’s why we believe the next generation should be part of the conversation.

At IPG, we’re happy to meet with family members across generations to help start those conversations, answer questions, and give younger family members an opportunity to become more confident in their financial future.

Your legacy isn't just what you leave behind. It's what you teach along the way.

https://innovativeplanning.com/connect

The U.S. national debt has reached $40 trillion, raising questions about what this means for the economy, markets, and l...
09/24/2026

The U.S. national debt has reached $40 trillion, raising questions about what this means for the economy, markets, and long-term investment portfolios.

In our latest newsletter, CIO Justin Larson provides context around the national debt, separates the facts from the concerns, and explores several potential outcomes we’re continuing to monitor.

Read the full newsletter to learn more: https://www.linkedin.com/pulse/40-trillion-ipg-debt-inflation-interest-rates-investing-1rnhe

We’re so excited to welcome Emily Hatch to the IPG team! 🤍As our new Client Service and Operations Coordinator, Emily wi...
09/22/2026

We’re so excited to welcome Emily Hatch to the IPG team! 🤍

As our new Client Service and Operations Coordinator, Emily will be supporting our clients and helping create a seamless experience from day to day. She’s also the friendly new face of our Hudson office, which is now open Tuesday–Friday, 8:00 AM–4:00 PM!

A UW-River Falls alumni with a degree in Finance, Emily brings a strong background in client service and a genuine passion for helping others.

Outside of work, she enjoys spending time with her husband and daughter, exploring local parks, reading, and giving back to her community.

Welcome to IPG, Emily! We’re so happy to have you here!

Beneficiary designations can easily become outdated as life changes. Marriage, divorce, the birth of a child, the loss o...
09/17/2026

Beneficiary designations can easily become outdated as life changes. Marriage, divorce, the birth of a child, the loss of a loved one, or changes in your estate plan may all be reasons to revisit who is listed on your accounts.

Even if nothing has changed, it’s worth taking a moment to make sure your beneficiary designations still reflect your wishes.

Not sure when you last reviewed yours? Give our team a call at 651-219-4491 or schedule a meeting with your advisor to make sure your beneficiary designations are aligned with your current 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

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