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

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

View all articles arrow

Should I Buy or Lease an Auto?

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

Social Security Taxes

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

Estimate Your RMD

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

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

View all calculators arrow

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Retirement Plan Distributions

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

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.

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Do You Feel Lucky?

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Exit Strategies of the Rich and Famous

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow