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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.  

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Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

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Our Professionals

Our team approach offers a range of services to clients providing more benefits and ongoing guidance

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Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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About Us

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Retirement

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Investment

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Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

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

Saving for College

Saving for College

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

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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