Understanding Today's Financial Environment
Welcome, we are Innovative Investment Professionals, a financial organization in Rio Rancho, NM. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate preservation, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We can help take some of the mystery out of preparing for your financial future.Learn More
Our team approach offers a range of services to clients providing more benefits and ongoing guidanceLearn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Second marriages are a trigger event to revisit any existing estate strategies.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.