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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making the most of surprises is a great reason to work with us.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are 4 great, and sometimes unexpected, places to raise a family.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Do you have an estate strategy? You should.
A four-step framework for building a personal legacy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.