Get a Financial Plan That Will Elevate Your Lifestyle.

Craig's mission: Debunk the retirement myth of excessive risk. He's all about safeguarding assets and reducing financial stress. Whether you DIY or want guidance, Craig and his team are here to support you.

In 1982, Craig faced economic challenges but got two job offers. One interview changed everything. The insight that people plan vacations better than retirement lit a fire. Craig embarked on a journey to help folks secure their retirement.

He excelled in management, earning President's Honor Club honors 12+ times. Eventually, he launched his own venture, worked with his wife, then shifted focus to raising their kids. Now, for 25 years, Craig's an independent broker, dedicated to helping you secure a successful future.

Craig's core values are his faith and family.

In my youth, I excelled in sports, winning the AAU junior Olympic Judo Championship and coaching various community sports. I also supported the Boy Scouts and cheered on my son in Division 1 College Baseball and my daughter as an All-American Sprinter.

I've been happily married to Clare for nearly 40 years, with three children and two grandchildren. I enjoy golf and love cooking Sunday feasts during football season. We attend tailgate parties and explore national parks. Traveling and volunteering in church and Caregivers are passions. About 30 years ago, we had a memorable cross-country trip in our conversion van, embracing new people and places.

Jacqueline Barrett stands as a cornerstone in the remarkable growth story of Innovative Financial Solutions, contributing her wealth of expertise spanning over a decade in marketing and operations advisory. Within the company, her impact is profound; she has expertly led the marketing team, fostering personalized interactions that resonate deeply with our valued clients. Jacqueline also played an instrumental role in orchestrating Innovative Financial Solutions' successful expansion onto the national stage and into the dynamic virtual arena. Beyond her professional accomplishments as Operations Manager, Jacqueline thrives as a multifaceted individual, dedicated to her craft and committed to our shared vision.

Scott Thomas brings to the company more than 30 years of professional accomplishments involving executive leadership, client acquisition, and broker services. As one of the industry’s most experienced life settlement professionals, Scott takes a hands-on approach in assisting financial advisors, estate attorneys, and CPAs whose clients are seeking the highest possible value for their life insurance policies. In comparison with his peers in the industry, Scott is uniquely competent as it relates to his advisory skills and the collaborative role he plays in achieving “suitability and alignment” with the policy seller’s objectives. Estate attorneys, CPAs, and other advisors trust Scott’s expertise and guidance in recommending the most effective underwriting strategies and case development for complex estate planning transactions.

According to many of his associates, Scott’s success is attributed to his sense of dedication to each client’s case, his mastery of negotiation techniques, and his strong work ethic. “When it comes to negotiating the highest settlement for each life settlement transaction, Scott’s drive and tenacity are unmatched in the industry,” said one professional advisor.

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Ryan graduated cum laude from Eastern Connecticut State University in 2005 with a bachelor’s degree in Economics and minor in Business Finance.  Ryan was an active member of the Honor Society and Economics club as well as a varsity athlete, playing with the ECSU soccer team.

In 2006 Ryan became a Financial Representative with Northwestern Mutual, where he began building a strong working knowledge of case design and the sales process. Seeking a new challenge, Ryan moved to an insurance brokerage as a Wholesale Director, where he was a driving force in doubling the number of agents actively working with the agency.  After honing his skills in the impaired risk market, Ryan joined Ward Brokerage Associates as a Sales Vice President in 2011.

Timothy Barrett is a highly skilled 401(k), 403(b), and IRA Pension Analyst known for his expertise in managing client disbursements. With close to a decade of experience, he has honed his financial acumen while working with some of the largest names in the banking and financial services industry. Timothy's dedication to optimizing retirement planning strategies and ensuring clients' financial security makes him a trusted advisor in the realm of retirement investment management.

Peter has loved art since as far back as his memories go - and has been drawing his world for about the same. But when he was asked to design his first logo when he was 15, he knew that he had found his calling.  Passion is knowing that what you do makes a difference.  Peter takes ideas from his clients, and turns them into designs, and then develop those designs into forms that rock our world.