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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Knowing the rules may help you decide when to start benefits.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Peer-to-peer payment apps are one of the newest ways to send money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?