Innovative Planning Group

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.

Did you know a financial plan should go beyond investments alone?True financial planning requires coordination between y...
05/28/2026

Did you know a financial plan should go beyond investments alone?

True financial planning requires coordination between your investment strategy, taxes, estate planning, retirement goals, and more. When each piece works together, your plan becomes more intentional and more effective.

That’s the idea behind IPG’s Personal CFO approach - helping individuals, families, and business owners see the full picture and plan with greater direction.

At the center of our Personal CFO approach is a team that works together on behalf of every client.From planning and inv...
05/26/2026

At the center of our Personal CFO approach is a team that works together on behalf of every client.

From planning and investments to retirement, tax, and business strategy, collaboration is a big part of how we serve the families and businesses we work with every day. The goal is to help bring clarity and coordination to the important financial decisions our clients face throughout life.

This team has continued to grow since this photo was taken back in 2024, and we’re incredibly grateful for the people who make this culture and approach possible!

Some of the most important financial conversations are also the hardest to start.At IPG, we help families navigate the c...
05/21/2026

Some of the most important financial conversations are also the hardest to start.

At IPG, we help families navigate the conversations that shape future generations - from values and intentions to wealth, legacy, and financial literacy.

Sometimes the biggest step is simply getting everyone in the same room. We’re here to help shrink the gap.

Ask your advisor about scheduling a “Next Gen” meeting with your loved ones.

After our May team meeting, the IPG team volunteered at Feed My Starving Children, packing meals for children in Uganda....
05/20/2026

After our May team meeting, the IPG team volunteered at Feed My Starving Children, packing meals for children in Uganda. Together, we packed enough meals to feed 45 children for an entire year!

Spending the afternoon serving together was a meaningful reminder of the impact a few hours and a shared purpose can have. It gave us the chance to step away from the day-to-day, work alongside one another, and contribute to something bigger than ourselves.

We’re grateful for the opportunity to support the mission of Feed My Starving Children and proud of our team for showing up and getting involved. 💙

May birthdays!!! Join us in celebrating Mike Laatsch this month!
05/20/2026

May birthdays!!! Join us in celebrating Mike Laatsch this month!

Last week, IPG proudly celebrated the ribbon-cutting of our new meeting location inside First National Bank of River Fal...
05/14/2026

Last week, IPG proudly celebrated the ribbon-cutting of our new meeting location inside First National Bank of River Falls alongside the River Falls Chamber of Commerce and Tourism Bureau.

At IPG, we believe advisors grow best when they have more than resources! They need strategic partnerships, community visibility, and opportunities to build meaningful client relationships.

This new location is a reflection of how we help advisors expand their footprint, strengthen their local presence, and create high-touch planning experiences within the communities they serve.
We’re proud to support advisors like Matt Quinn as they grow intentionally and deepen their impact.

At IPG, we don’t just talk about growth - we help create it.

We’re grateful for the warm welcome, the support from the community, and everyone who joined us to celebrate this milestone. We look forward to continuing to serve families, individuals, and businesses throughout River Falls for years to come.

Honoring all our IPG Mothers! 💐We’re so grateful for the care, strength, patience, and heart you bring to your families,...
05/11/2026

Honoring all our IPG Mothers! 💐

We’re so grateful for the care, strength, patience, and heart you bring to your families, your clients, and our team each and every day. Thank you for all that you do and for the many ways you make a difference both personally and professionally. 💕

A more connected way to approach your financial life.Our Personal CFO perspective is centered around coordination - help...
05/07/2026

A more connected way to approach your financial life.

Our Personal CFO perspective is centered around coordination - helping clients bring planning, investments, tax strategy, and business decisions into one connected conversation.

Take a look through the graphic below, and if you’d like to learn more about what this approach could look like for you, we’re always here to talk.

Another day celebrating IPG anniversaries! 🎉Three years ago, Jodi, Jordan, and Dawn made the decision to join IPG, and w...
05/01/2026

Another day celebrating IPG anniversaries! 🎉

Three years ago, Jodi, Jordan, and Dawn made the decision to join IPG, and we are so thankful that they did. Their partnership not only strengthened our team, but also expanded our ability to serve clients more meaningfully - bringing our approach and resources into the Hudson and Amery communities.

Over the past three years, they’ve continued supporting their clients with care and consistency, and contributed to the continued growth of IPG. We’re grateful for the trust they placed in us and for the impact they continue to make each day. Cheers to the past three years and all that’s ahead!

Happy 3-Year IPG Anniversary, Matt Quinn! 🎉Over the past three years, you’ve continued to serve your clients with a stea...
04/30/2026

Happy 3-Year IPG Anniversary, Matt Quinn! 🎉

Over the past three years, you’ve continued to serve your clients with a steady, thoughtful approach to every relationship. Your ability to simplify complex decisions, provide clear guidance, and meet clients where they are speaks to the depth of your knowledge and experience.

We’re grateful for the role you play at IPG and look forward to what the next chapter holds!

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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