Innovative Retirement Planning is an independent financial services firm that helps individuals and families develop retirement strategies tailored to their needs and objectives. Its approach centers on coordinating five areas of a financial strategy: income planning, investments, tax strategies, health care and legacy planning. Through its “Gear Up Your Retirement” process, the firm gathers information, examines essential needs, addresses potential gaps and helps clients work toward their retirement goals.

The firm supports clients across the retirement journey, from preparing for the future to managing retirement years and considering how to preserve a legacy. Its services may use a variety of insurance products, and its website also offers retirement education through informational seminars, events, a podcast and downloadable guides. These resources cover topics such as retirement income, health care costs and long-term care planning. Founded by Ashleigh Kennedy, Innovative Retirement Planning emphasizes personal relationships and a family-oriented approach. The firm invites prospective clients to schedule a no-obligation meeting to discuss their financial strategy.