Young Families and Professionals

If you are in your 20s or 30s, you have one major asset that your parents don’t have:  time.  Time and the habits you start now will work wonders for your retirement income.  You still have 20, 30 or 40 years to save and the sooner you start, the sooner you’ll be on track to the lifestyle and retirement of your dreams.  At Innovex Financial Services, we can show you how to accumulate wealth and build upon your dreams by starting a comprehensive financial plan tailored to your needs.

Whether you’d like to own a house, start a family, build a business or travel the world, you have some planning to do.  You need to take steps to grow and protect your income against illness, disability or premature death.  If you have children already, you may be wondering how to start saving for their post-secondary education.

Many of our clients are just starting out in life, and they need a financial plan geared towards ensuring family security while beginning to accumulate wealth.