CREIANC Vendor Listings

Innovative Financial Planning, LLC

Real Estate Services   Retirement Accounts

Scott McDonald -- your advocate for Wealth and Insurance Planning
(828) 713-6257

Offering Strategic Wealth Management and Insurance Planning to Businesses and Individuals

Innovative Financial Planning, LLC is a comprehensive financial planning and wealth management firm.

Our philosophy is to provide our clients with the utmost in both personal and professional service. We have entered cooperative relationships with MML Investors Services, LLC, Associates to offer Investment Advisory Services and employee benefit plans, and Massachusetts Mutual Life Insurance Company (MassMutual) to offer Comprehensive Insurance Services, including Premium Financed Insurance Products.

Our mission is to create and maintain wealth for our clients through long term effective asset management and insurance strategies to maximize safety, growth,  and utilization of the living benefits of participating whole life insurance.  Please note: "Loans and withdrawals will reduce death benefits and may impact the amount and frequency of future premium payments. If you take a policy loan or withdrawal, you may incur a significant income tax liability if the policy terminates before the death of the insured. When taking loans or withdrawals, your policy should be carefully monitored annually with your agent or other financial professionals. "

We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. Our success is based on our avid commitment to researching all the best strategies, products and companies in the market and making personalized recommendations based on our client's wants and needs.



Business Address:

Innovative Financial Planning, LLC
50 High Bluff Dr.
Weaverville, NC 28787

Business Contact:

Scott McDonald

Contact Info:

Advanta IRA

Retirement Accounts

Corey Daharsh -- Asheville and Western North Carolina representative for AdvantaIRA
727.581.9853 X



Advanta IRA values our clients and strives to provide unsurpassed personal and professional service in all that we do. With almost 20 years in the industry, we provide exceptional administrative services and ensure the elements of your self-directed investment accounts comply with all IRS rules and regulations. Although we offer no specific investment advice or opinions, we do offer our clients the freedom to choose their own investments to earn retirement income.


Advanta IRA is a leader in self-directed account administration with over $1.5 billion in client assets and nearly twenty years of experience. The Advanta IRA Advantage is a level of service that is unmatched in our industry. Every client has a dedicated account manager who is familiar with all aspects of their account and helps them through the investing process while maintaining their self-directed IRA account details throughout the entire investing process. We handle the account details, so our clients can focus on finding their investments.

Business Address:

Advanta IRA
13191 Starkey Rd, Suite 2
Largo, FL 33773

Business Contact:

Corey Daharsh, CISP


Retirement Accounts
Kyle Moody


American IRA is a leader in self-directed account administration with over $700 Million in client assets and nearly twenty years of experience. The mission of American IRA is to provide the highest level of customer service in the self-directed retirement industry. American IRA has served thousands of clients nationwide in their process of acquiring alternative assets such as real estate, private lending limited liability companies, precious metals, and much more.  

  • American IRA charges no fees based on your account value or the number of assets you hold, so your fees stay low while your account grows. You pay $0 in fees until your first transaction.   
  • A+ Better Business Bureau Rating (BBB)  
  • Featured in Kiplinger Magazine and Investors Review Magazine  
  • Live weekly webinars   
  • Access to free videos, e-books, and IRA Guides that cover everything from the most basic transaction to the most creative and complex transactions.  
  • New Vision Trust Company, a State Chartered South Dakota Trust Company, was established by Jim Hitt in 2017 to provide custodial services for alternative assets.  


Business Address:

135 Broad Street
Asheville, NC 28801

Business Contact:

Kyle Moody

Contact Info:

 Scroll to Top  (Carolinas Real Estate Investors Association) does not give legal, tax, economic, or investment advice. CREIANC disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

Your email will never be shared or sold to other members, vendors or any other third party without your consent.

Contact Us:

Carolinas Real Estate Investors Association

P.O. Box 615
Asheville, NC 28802
(828) 338-9658

Proud Affiliate Member of Think Realty

Follow Us