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
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Good employee health can be great for the company’s bottom line.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here’s a guide to explain all the parts of Medicare.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.