William R. Verhagen, CFP<sup>&reg;</sup> - Financial Advisor

William R. Verhagen, CFP®

CPA, CFS, CLU®

President

Innovative Financial Solutions, Inc.

4 Concorde Lane, Ste 1
Palm Coast, FL 32137
FINANCIAL ADVISOR'S WEBSITE
386-597-2856

General

William Verhagen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Innovative Financial Solutions, Inc. in Palm Coast, FL and the surrounding communities.

Financial Advisor Overview

For over two decades Innovative Financial Solutions, Inc. has been providing financial guidance to families 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. Our clients are people who appreciate working with someone who cares about them. Personalized services include numerous areas in meeting personal and business needs.

William R. Verhagen CFP®, CPA, CFS, CLU®, ChFC®, CASL™ is a Registered Investment Advisor in Indiana and Florida offering Fee Based Financial Planning Services.

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Financial Advisor Experience

With a background in Public Accounting, William (Bill) 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, Chartered Life Underwriter, Chartered Financial Consultant and a Chartered Advisor for Senior Living. He holds his Series 63, 65 & 7 securities registrations as well as his Life and Health insurance license in Florida, 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; Florida CPA Society; Fun Coast Estate Planning Council; Financial Planning Association; and the Institute of Certified Fund Specialists. In addition, Bill serves on various MetLife national committees.



Bill has consistently ranked among the top registered representatives on a national basis with New England Securities, is a member of the Platinum Producers Group, a Life Member of New England Financial Leaders’ Group and was inducted into the MetLife Hall of Fame in 2012.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CFS (Certified Fund Specialist), CLU, CASL

Insurance Licenses

  • Life insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

Commonwealth Financial Network®

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources