About Us

About IFM – Innovative Financial Management

Your Financial Future, Our Mission

A Proud Affiliate of Symmetry Financial Group

At Innovative Financial Management (IFM), we’re not just financial advisors—we’re advocates for the working class. Founded by Scott W. Taubman, President & Financial Advisor, IFM was built on a simple but powerful belief: everyone deserves access to clear, trustworthy, and effective financial guidance—regardless of income or background.

Too often, families are left behind by traditional financial firms that cater only to the wealthy. At IFM, we’re changing that narrative. We specialize in protection, planning, and retirement solutions that are tailor-made for individuals, families, and small business owners who work hard every day and want to secure a better tomorrow.

Who We Serve

If you’ve ever felt overlooked or underserved by the financial industry, you’re exactly who we’re here to support.

Our Mission: Empower Through Education

At IFM, our goal is to empower clients with education, not pressure. We take an education-first approach, breaking down complex financial topics into simple, actionable steps.

Whether you’re protecting your income with life insurance, creating a tax-free retirement plan, or exploring debt elimination strategies, you can count on us to walk with you every step of the way—with integrity, clarity, and care.

Meet Scott W. Taubman

President & Financial Advisor

founded IFM to bring real financial strategies to real working families. Backed by years of experience in the financial services industry and a commitment to client-first values, Scott has made it his mission to level the playing field for those who don’t always get a seat at the table.

His philosophy is simple: Financial planning shouldn’t be a privilege—it should be a right.

Backed by Strength: A Symmetry Financial Group Affiliate

Through our partnership with Symmetry Financial Group, one of the nation’s most respected financial distribution networks, we bring you the best of both worlds:

This allows us to provide customized financial solutions that are both powerful and personal.

Our Core Values

Integrity

We lead with honesty and transparency—no hidden agendas, no fine print.

Education

We equip you with knowledge so you can make confident decisions about your financial future.

Service

We’re in this for the people—not the products. Our focus is always on your needs and your goals.

Empowerment

Whether you’re a client or a team member, we want you to grow, thrive, and succeed.

What people say's about us

I have known Scott for 20 years and he has provided my wife and I with superb service and a financial plan that have us living stress free. His understanding of our situation and our goals and dreams are just what we needed, and I am grateful for our relationship. We worked together for several years, and he helped my clients achieve the same security in their lives.

I’ve had a great experience with Mr. Taubman in insuring that after retiring from 37 years in government service, that i can be confident that my savings will carry me comfortably into this period of my life. He listened to me about what I wanted from my retirement, where other financial advisors assumed I was uneducated about various investment strategies. Additionally, he connected me with an attorney to get my will done. Mr. Taubman really goes the extra mile for his clients

Scott has proven himself as a trustworthy partner and strong financial professional when working with all external clients, high net worth individuals, and internal stakeholders. He perfectly understands client needs in terms of investment solutions and strategies to arrive at their desired outcome. Diligent and attentive to detail, he is unrelenting in exacting the demands each client warrants in the navigation of their financial planning. He is self-driven, often creating new ideas and approaches to meet client goals. In brief, he has sound financial products know how. Clients are impressed with his knowledge and understanding of financial structures and services as well as financial markets. There isn’t any hesitation I would have in recommending his expertise.

I have had the sincere honor and privilege of working alongside Scott Taubman as a colleague for several years now. He has decades of experience helping families protect their loved ones and build for better financial futures. He has an exceptional ability to meet clients where they're at, listen to their needs and concerns, and provide solutions that are custom tailored for them and their family. I have trusted Scott to help me work with a number of my clients on financial solutions, including seeking his expertise and guidance to help me set up the future for my own family.

Join Our Mission – Careers at IFM

IFM is more than a financial firm—it’s a movement. We’re building a team of motivated, mission-driven professionals who want to make a difference while building a flexible and rewarding career in financial services.

Whether you’re looking for a full-time opportunity or a side income stream, we provide:

“At IFM, you’re not just changing your life—you’re changing the lives of the people you serve.” – Scott W. Taubman

Ready to Learn More?

Whether you’re a family looking for guidance or a professional ready for a career shift, IFM is here to help you take the next step. Let’s build something that lasts—together.

Office Hours : Monday to Friday - 8am to 7pm. Additional availability by appointment