Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.

Are you ready to speak with a Financial Services Representative about helping to secure your financial future?
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 Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisor Act of 1940, and a registered Broker Dealer. 
Steven M. White is a Branch Manager, Registered Representative and Investment Advisor Representative of Innovation Partners, LLC.
Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210
Phone: (704) 708-5461 Fax: (980) 265-1555