Client Resources
DO WHAT YOU DO BEST
We’ll Take Care of the Rest
Your focus is on growing your business. That’s why we handle the details and work on your behalf directly with the trusted advisors and accountants you already have relationships with. Together, we’ll coordinate to implement a plan that works for you, so you can stay focused on what matters – the success of your business.
Our Process
Armed with forward-thinking solutions and an unparalleled customer experience, our team can completely customize and execute a plan that is truly tailored to the clients’ needs, circumstances and goals. As planning is an area of great complexity, we work collaboratively with a client’s advisors, without being competitive, to garner the best result. We specialize in customizing plans according to the client’s objectives and based on the accountant’s recommendations. Once the design and implemented phases are complete, the client and their stakeholder team/advisors manage from that point onwards.
Identify Client Objectives
Through a series of ongoing meetings, including feedback from the accountants and stakeholders, we identify the client’s financial and lifestyle objectives.
Collaborate
and Design
Through a collaborative process, we recommend solutions and strategies that meet the clients’ objectives. We then design a custom plan with action steps for implementation.
Implement
Solutions
Our team will work closely with the client’s accountants and advisors to coordinate communication, activation, and implementation of the custom designed plan.
Common Questions

TESTIMONIALS
“I knew I had specific needs in order to secure the financial success and stability of my business. Innovative Capital Protection customized elegant solutions to get me to my goal.”
“For over a decade I’ve trusted bringing my clients to the table with Innovative Capital Protection because they deliver results my clients can’t get from anyone else.”
“Speaking with Brad and his team about what they could do for me was an “a-ha moment”. The value from just our first one hour meeting with Innovative Capital Protection was incredibly significant.”
Interested in working with us?
We work collaboratively with your own accounting and planning advisors to provide the tools to optimize the financial strength of your business.
If you’d like to learn more about what Innovative Capital Protection can do for you, talk to your advisor about us today.