Will Smith
I take the stress and complication out of the financial planning process
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Serving Clients Nationwide
I take the stress and complication out of the financial planning process
Areas of Focus
- Budgeting
- Business Owners
- Cash Flow
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Financial Planning
- Getting out of Debt
- High Net Worth Retirement Planning
- Inherited Wealth
- Insurance
- Investment Management
- Life Insurance
- Long-Term Care
- Retirement Planning
- Taxes
- Women & Wealth
About Will Smith
Licenses: Series 7, 65, 63, 6 / Life Insurance / Certified Medicare ProfessionalHi, I'm Will Smith. As the lead financial advisor of Inov8ive Financial Solutions Consulting Group LLC, my primary focus is to help clients identify, clarify, and simplify the process of achieving their life goals and that which is important to them through intentional engagement, systematic implementation, and results focused planning of their financial resources.
My firm provides holistic financial planning which embraces every aspect of life that can impact a persons present and future financial circumstances. I work with individuals and families regardless of whether they are small business owners, sole entrepreneurs, corporate executives, or just an employee.
By being positioned as an independent firm and not bound by obligations to offer proprietary products, I am able to offer objective advice to clients based strictly on their needs and interest and not motivated by company goals, deadlines and quotas.
My fiduciary responsibility is always at the forefront of the advisory process. My team and I are committed to ensuring that first and foremost, your best interest is recognized and preserved. We believe in measuring twice and even a third time if necessary so that we can do the job right the first time. It's important to know that your time is valued, but more importantly, you need to know that your trust is valued. For this reason it is of the highest priority to make sure you are served with integrity, fairness, openness, and responsiveness to the needs and concerns you have.
Primary Location
1346 Old Bridge Rd, Suite 201, Woodbridge, VA 22192
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. In our first conversation, we will take the time to hear your story, understand your financial goals, and identify the challenges or gaps in your current plan. Our approach is to ask the right questions so your concerns are clearly heard, understood, and matched with professionalism — giving you confidence about your ability to achieve what matters most to you and your family. I look forward to speaking with you.Offers Investment Management
Yes
About Inov8ive Financial Solutions Consulting Group LLC
Inov8ive Financial Solutions Consulting Group LLC is a DC Metro based firm managed by Will Smith, providing business consulting and financial services to small and medium size businesses, individual professionals, and families throughout the region.IFS Consulting Group is a comprehensive services advisory firm with a simple mission — your success. The focus is to help clients take care of what's important to them and those they care about. The IFS team has access to industry leading platforms and resources to help clients address their every need regarding their financial concerns. Our services include holistic financial planning, financial advisory services, wealth management, tax planning, insurance planning, and business consulting.
We are a family-focused firm, which means your relationship is personal. When you are doing well, the team is there to celebrate you, and when you are faced with challenges, the goal is to make sure you are supported. Your family is important, your concerns are important, your success is important.
Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Inov8ive Financial Solutions Consulting Group LLC are not affiliated.
Education
Northern Virginia Community College, Associate of Arts (A.A.), General Studies
Hobbies and Interests
- Cycling
- Family
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Young Families
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FAQs
FAQ Disclosures
Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.
