Financial Planning You Can Trust

Innovative Planning Group

First National Bank of River Falls is proud to offer financial planning services through Innovative Planning Group, IPG. 

At IPG, we strive to eliminate the "one size fits all" approach. We will surround you with a team of specialists that will coordinate all the moving pieces in your life and provide support whenever you need it.

IPG offers a unique long term perspective and refined process most firms simply cannot match. IPG believes in helping clients through their current life stages but importantly, truly being here to serve clients for generations.


Services Offered at IPG:

  • Financial Planning
  • Investment Management
  • Generational Planning
  • Tax Planning
  • Business Solutions
  • Group Benefits
  • Risk Management
  • Charitable Giving

Get in Touch

(651) 219-4491
www.innovativeplanning.com

innovative-planning-group

The investment products sold through IPG or its licensed affiliates are not insured by First National Bank of River Falls deposits and are not insured by the FDIC or any other federal government agency. These products are not obligations of FNBRF and are not endorsed, recommended or guaranteed by FNBRF or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
  • Representatives of a registered broker-dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements or and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
  • We are registered to offer securities in the following states: MN and WI.