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

Mobile: 602-430-1043

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

Mobile: 480-797-1616

Larry.Goldstein@pesmail.com

Betsy Horvath

Office/Client Service Manager

Office: 480-345-8540 ext. 1

Mobile: 480-332-1653

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

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Tax Management Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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