Kary Monroe* and Marti Evans
Innovative Financial Services (IFS) has been serving individual and corporate clients since 1990. Our financial representative uses a focused approach in designing customized strategies and portfolios for each client. Our primary focus is in retirement income preparation and wealth preservation services. We also assist clients in the accumulation phase of preparing for their retirement and education needs. We believe that understanding the clients needs and objectives is foundational to providing outstanding services.
|Innovative Financial Services|
|100 Frontage Road|
|Huntington, IN 46750|
|Phone (260) 358-1414|
|Fax (260) 358-1417|
Kary Monroe, Registered Representative and Office Manager joined Innovative Financial Services in 1992 and meets with many of our new clients. Kary helps guide clients into many investments products, including IRA's, 529 plans and a variety of mutual fund and annuity options. Kary can also provide assistance with life insurance.
Kary resides in Roanoke with her husband and has two grown children.
Marti Evans, Executive Assistant joined Innovative Financial Services in 2000. Marti handles client services, scheduling and new business processing.
Marti resides in Huntington with her husband and two sons.
Securities and Insurance Products and Services:
*Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, 9229 Delegates Row, Ste. 190, Indianapolis, IN 46240, (317) 573-3838. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Innovative Financial Services and First Federal Savings Bank are not affiliates of OneAmerica Securities, Inc. or AUL and is not a broker dealer.
Innovative Financial Services has representatives who are licensed and authorized to conduct life insurance business in Indiana. Innovative Financial Services also has representatives who are licensed and authorized to conduct securities related business in California, Florida, Illinois, Indiana, North Carolina and Ohio. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.