Broker Check

Innovative Financial Solutions, Inc. - Tempe, AZ

 
  • 1949 East Broadway Rd, Suite 105, Tempe, AZ 85282-7161
  • 480-345-8540
WE ARE YOUR DECISION PARTNERS REMAINING FLEXIBLE BEYOND TYPICAL FINANCIAL PLANNING CONSULTANTS VERSUS SALESMAN

Mike Hughes, ChFC

President, Senior Advisor

Office: 480-345-8540 ext. 2

Mike@ifsincaz.com

Alex Telidis, CFP®

Associate Financial Advisor

Office: 480-345-8540 ext. 3

Alex@ifsincaz.com

Larry Goldstein, CLU, ChFC, RHU, REBC, CASL

Health Insurance and Medicare Specialist

Office: 480-577-0711

Larry.Goldstein@pesmail.com

Betsy Horvath

Office/Client Service Manager

Office: 480-345-8540 ext. 1

Betsy@ifsincaz.com

Nearing Retirement

It is critical to create a path to run on as you near retirement to insure your ideal retirement date is not disrupted by critical financial events or sudden stock market declines

Retired

Being retired can be scary for many people. We strive to remove your worries so you can enjoy the life you deserve.

Recently Single

Losing a spouse can be devastating. We keep our clients from the “sharks” to make sure they are not taken advantage of.

Helpful Content

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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