For over two decades Innovative Financial Solutions has been providing objective financial advice to Families in Indiana, Florida and across the United States.

Our success is a result of outstanding professionals providing "best in class" services and our dedication to objectively meeting the needs of our clients.

We have a specific emphasis on working with people that are affiliated with the University Systems, Medical Professionals, as well as business owners.

Our Clients are people who appreciate working with someone who cares about them. Personalized services include numerous areas in meeting personal and business needs.

We will work with your tax and legal advisors to address the following needs.

With a background in Public Accounting, William R. Verhagen provides Retirement Funding and Estate Conservation strategies. His primary clients include those people age 50 and older who desire to plan their retirement years and pass wealth to their heirs or favorite charities.

Bill also works extensively with medical professionals and small business owners who desire to accumulate wealth in order to meet their personal and business goals. William R. Verhagen, CFP®, CPA, CFS, CLU®, CASL™ is a Financial Advisor providing Estate Conservation Strategies; Investment Management Services, Risk Management and Tax Strategies.

Bill is a 1982 graduate of Indiana University’s Kelley School of Business with a Bachelor of Science in Business with High Distinction. He is a Certified Public Accountant, CFP®, Certified Fund Specialist and a Chartered Life Underwriter. He holds his Series 63, 65 & 7 securities registrations as well as his Life and Health insurance license in Indiana, and is an Investment Advisor Representative of New England Securities.

Bill is an active member of his community and is a member of several organizations, including: the American Institute of CPA’s; Indiana CPA Society; Hoosier Hills Estate Planning Council; Financial Planning Association; and the Institute of Certified Fund Specialists.

Bill has consistently ranked among the top ten registered representatives on a national basis with New England Securities, is a member of the Platinum Producers Group and a Life Member of New England Financial Leaders’ Group.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.