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

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Money that Buys Good Health is Never Ill Spent

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

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprises

Making the most of surprises is a great reason to work with us.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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