CSRS / FERS Federal Retirement Planning Tools and Resources: Thrift Savings - TSP, FEGLI, FEHB and more.
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Home | Innovate Financial, Inc.

Innovate Financial, Inc.


  

 

 

 

  

 


  
Company: Innovate Financial, Inc.
Contact:

Michael Nakashima, Financial Planner
Lauren Brown, Executive Assistant

Address: 6701 Penn Avenue South, Suite 200
City: Minneapolis
State: MN
Zip: 55423
Phone: (612) 824-1107 (Mike or Lauren)
(866) 727-1101  (Toll Free)
Fax: (612) 861-5880 
Email:

mnakashima@tfamail.com
laurenbrown@tfamail.com

Website:

www.innovatefinancial.com


 

Michael Nakashima is a Financial Planner and Investment Advisory Representative with Transamerica Financial Advisors, Inc.  He has been advising federal employees and their spouses since 2007 and has been in the financial services industry since 2000.   The federal employee retirement benefits are extremely valuable and it is our mission to help our clients make the most of them.
 
A typical consultation consists of discussing your Thrift Savings Plans, Pensions, Group Life Insurance and your spouse's benefits and how this relates to income and legacy planning in retirement.  Please mention this listing on "MyFederalRetirement.com" to receive a free no obligation consultation to discuss your federal benefits and retirement goals.  We meet people at our conveniently located office right off I-35W in Richfield/South Minneapolis or by web meeting.  

Receive a Free No Obligation Consultation with Mike Nakashima.

Please mention this listing on MyFederalRetirement.com to receive the free consultation. 

The consultation will cover:

  • Your Federal Employee Benefits, Federal Survivor Benefits and tips to help you maximize the Retiree Federal Benefits.
  • Diversification and Retirement Income Planning for your Thrift Savings Plan and other investments and savings.
  • Advice to help you accomplish your financial and retirement goals.  


Training Events

Mike is a Chartered Federal Employee Benefits Consultant and has educated over a thousand federal employees on their federal employee benefits.  He speaks nationally and is fluent on the CSRS, FERS, CSRS LEO and FERS LEO Federal Employee Systems.  He provides free training to federal agencies in Minnesota, Iowa and Wisconsin.  To find out more and to receive a free copy of our training manual, "Helping to Maximize the FERS Federal Employee Benefits and Retirement Benefits" please call our office at (612) 824-1107.


Licenses, Certifications, Education, and Affiliations

Designations: Chartered Federal Employee Benefits Consultant (ChFEBC)
Insurance Licenses:   Life, Health, Long Term Care Certified
Security Licenses:   7, 66, 63
Education:  University of Iowa
Investment Advisor Registration:  CRD #4292986
Associations & Affiliations:  National Association of Insurance and Financial Advisors (NAIFA)

My Broker / Dealer Affiliation

Michael Nakashima is an Investment Advisor Representatives with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor.  Non-Security products and services are not offered through TFA.  Innovate Financial, Inc. is not affiliated with TFA.    LD 39407 - 12/11   


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