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Home > Financial Planner Directory > Indiana > Bloomington > William R. Verhagen, CPA, CFS, CLU®
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William R. Verhagen, CPA, CFS, CLU®

Innovative Financial Solutions, Inc.

357 East Winslow Road
Bloomington, IN 47401
Phone: (812) 337-1999
Fax: (812) 336-5542

Toll-free: (866) 355-0031

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Various investment management programs are available.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.