Innovative Financial Solutions is a fee based fiduciary who focuses on comprehensive financial planning. Our mission is to create long lasting relationships by understanding our client’s expectations, knowing what is important to them and finding a way to comfortably achieve both their financial and lifestyle goals, not only today but in the future.
Alex Telidis, CFP®
As owner, Alex leads the firm in simplifying and bringing peace of mind to our clients. Alex holds a Bachelor’s degree from Arizona State University in Global Business and Financial Management. Since graduating from ASU, Alex followed his passion and began his career in financial planning in 2009. Alex is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to meeting stringent experience requirements and passing a rigorous examination, Alex is also required to abide by the CFP Board’s Code of Ethics and Financial Planning Practice Standards and ongoing continuing education requirements. Alex is a member of the Financial Planning Association and founding member of a local advisory group to help cultivate and group the financial planning community.
Alex lives in Tempe with his wife Ashley and their two young children. They enjoy an active lifestyle, traveling, running, hiking, or just about anything else that keeps them outdoors.
Betsy Horvath
Betsy has been involved in the financial services industry for over 32 years. Before joining Innovative Financial Solutions in 1997, Betsy spent 5 years in the banking industry in the field of fraud prevention. As the firm’s Client Service and Operations Manager, Betsy provides the highest quality of personal care for every client. She makes every client feel at ease and instills the confidence of knowing that customer service related tasks are handled in a prompt, professional, and courteous manner.
Betsy’s priority outside of work is her family. She has 5 adult children and 11 grandchildren, and she tries to spend as much time as possible with them in her free time. Betsy is also driven by public service and her desire to give back to the community. She has been an active member of the Benevolent and Protective Order of the Elks (BPOE) for over 19 years, serving as committee chair on numerous charities and holding the title of Exalted Ruler (President) in 2010-2011.
Keys To a Successful Relationship:
What You Can Expect
You can expect that we will consistently and responsibly perform all services related to the creation, review and ongoing monitoring of the financial planning solutions we implement on your behalf.
We will always:
- Strive to acquire and maintain a thorough understanding of your financial goals.
- Carefully assess and monitor your investment risk and time frame.
- Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
- Keep you informed of current events when appropriate.
- Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
- Treat you with utmost respect and professionalism.
What We Can Expect
We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:
- Your commitment to us as your Financial Advisor
- Your trust in our abilities to provide you with recommendations and advice
- Your complete disclosure about what matters to you most
- Your timely responses to our requests for information regarding your financial affairs
We need you to know that our recommendations are always based on helping you achieve your financial and lifestyle goals. To accomplish that, we endeavor to become your “decision partner” to help you make rational and informed decisions. At the end of the day, it is your plan, your life and your money. We simply want to provide you the tools to assess any critical financial event as fully informed as possible. It is important you understand that all investment, tax, estate and insurance advice will be based on the information you provide to us. Therefore, in order for us to offer recommendations and advice best suited to you, we need you to fully participate in the financial planning process with us.
Mutual Responsibilities
Having a solid partnership is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies.
We will always work together in the spirit of mutual trust, respect, and understanding.