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IFP Professional Network


As financial planners, we help clients achieve financial balance in their lives by optimizing every financial decision and understanding the interdependent nature of these decisions. We leverage technology to deliver sound advice and build lasting client relationships. For planning needs outside of our skill set we work with a network of professionals; or collaborate with your existing trusted advisers.

 For planning needs outside of my skill I work with a network of professionals; or collaborate with

Your existing trusted advisers. My network of professionals includes referring you to multiple local CPA's, Attorney's, P&C Agents, Business Benefits Brokers & Outsourced Services. 

- Nick Donaldson - IFP Founder

Innovative Brokerage Network 


Innovative Brokerage Network is a service-based and relationship-focused insurance marketing organization (IMO). Combining our guiding principles of integrity, honesty and hard-work, along with more than 25 years of diverse industry experience.


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Cape Securities 

Established in 1976, Cape Securities, Inc. has upheld a long tradition of integrity and service. Each member of our team is dedicated to assisting your business and focused on your satisfaction. Our business alliance stands ready to address your concerns with professional advice and expertise.We pride ourselves on ensuring that you have every  tool you need. We are not only a Broker Dealer but a Financial Center, providing you all the resources of a true financial concierge



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