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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

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.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Brief History of Estate Taxes

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

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

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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.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Safeguard Your Digital Estate

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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