(303) 275-7170 | 355 S. Teller St., Suite 200 | Lakewood, CO 80226
 

Schedule a Phone CallClient Financial Plaza

Videos

  • Real talk with a personal finance journalist

    Real talk with a personal finance journalist

  • Retirement -- What are the Six stages?

    Retirement -- What are the Six stages?

  • Meet Your Neighborhood Dentist!  Erin Cettie DDS

    Meet Your Neighborhood Dentist! Erin Cettie DDS

  • Missing Stimulus $???  What can you do?

    Missing Stimulus $??? What can you do?

  • Real talk with a personal finance journalist.

    Real talk with a personal finance journalist.

  • Eight Biases that can impact your investing.

    Eight Biases that can impact your investing.

  • Mortgage Brokers and You.  Why you are better off with a Broker!

    Mortgage Brokers and You. Why you are better off with a Broker!

  • Family Law and You.  What is it?  When will you need it?

    Family Law and You. What is it? When will you need it?

  • 2020 Stimulus and your Taxes. Can you get more?

    2020 Stimulus and your Taxes. Can you get more?

  • How will you pay yourself in Retirement?  A retirement paycheck!

    How will you pay yourself in Retirement? A retirement paycheck!

  • Bigger House?  Should you?  Next step?

    Bigger House? Should you? Next step?

  • IRS Audits.  Steps the Self-Employed can take to reduce their risk.

    IRS Audits. Steps the Self-Employed can take to reduce their risk.

  • Will you owe taxes when you sell your home?

    Will you owe taxes when you sell your home?

  • How do tax deductions work? Tax deductions explained.

    How do tax deductions work? Tax deductions explained.

  • Goals.  Tired of the same old thing?  Here's a way to make them better.

    Goals. Tired of the same old thing? Here's a way to make them better.

  • IRS PIN number request:  How to get your IP PIN number from the IRS.

    IRS PIN number request: How to get your IP PIN number from the IRS.

  • How to do TAXES after DIVORCE!

    How to do TAXES after DIVORCE!

  • Seven Steps to Move your Money in the Right Direction

    Seven Steps to Move your Money in the Right Direction

  • What does the new tax bill mean to you?

    What does the new tax bill mean to you?

  • Holiday wishes!

    Holiday wishes!

  • Money challenges that many women face.  What are they?  How can you overcome them?

    Money challenges that many women face. What are they? How can you overcome them?

  • Successful transition to Long Term Care.  How can you help your mom or dad make the move?

    Successful transition to Long Term Care. How can you help your mom or dad make the move?

  • Spending? Your Values?  How can they work together?

    Spending? Your Values? How can they work together?

  • Pension Payments - Lump Sum or Monthly Payments? Which One is BETTER?

    Pension Payments - Lump Sum or Monthly Payments? Which One is BETTER?

  • Ask an Expert!  Learn all about home remodeling with John Jeppesen!

    Ask an Expert! Learn all about home remodeling with John Jeppesen!

  • Making the most of your Charitable Contributions.

    Making the most of your Charitable Contributions.

  • How much are you really paying?  And getting?

    How much are you really paying? And getting?

  • What do I need to consider before year end?

    What do I need to consider before year end?

  • What can social media do for you?

    What can social media do for you?

  • Own your own business?  How do you pay yourself?

    Own your own business? How do you pay yourself?

  • How To PAY YOURSELF as a SMALL BUSINESS OWNER

    How To PAY YOURSELF as a SMALL BUSINESS OWNER

  • How do you pay yourself if you are self-employed?

    How do you pay yourself if you are self-employed?

  • Can you afford a 401k in your small business?

    Can you afford a 401k in your small business?

  • Investments and Taxe.  When and how much?

    Investments and Taxe. When and how much?

  • What do web designers wish you knew?

    What do web designers wish you knew?

  • How can you protect your personal data?

    How can you protect your personal data?

  • Disaster Checklist

    Disaster Checklist

  • It is Medicare Open Enrollment Right Now.  Do you need to change your coverage?

    It is Medicare Open Enrollment Right Now. Do you need to change your coverage?

  • NET INVESTMENT INCOME TAX EXPLAINED - Will I Have to Pay NIIT in addition to My Income Tax?

    NET INVESTMENT INCOME TAX EXPLAINED - Will I Have to Pay NIIT in addition to My Income Tax?

  • What issues do you need to consider in a Divorce?

    What issues do you need to consider in a Divorce?

  • When your spouse dies there are many important considerations. We will walk through many of them.

    When your spouse dies there are many important considerations. We will walk through many of them.

  • IRA Facts.  What you need to know!

    IRA Facts. What you need to know!

  • Health Insurance Answers

    Health Insurance Answers

  • Healthcare and your Finances

    Healthcare and your Finances

  • Let's find out how much we know!

    Let's find out how much we know!

  • Getting your Estate Plan done right!

    Getting your Estate Plan done right!

  • Things to check when you have a new job!

    Things to check when you have a new job!

  • INHERITANCE TAX EXPLAINED - Will Your Inheritance Be Taxed?

    INHERITANCE TAX EXPLAINED - Will Your Inheritance Be Taxed?

  • EMPLOYEE STOCK PURCHASE PLAN - How Does It Work?

    EMPLOYEE STOCK PURCHASE PLAN - How Does It Work?

  • What is Financial Planning?

    What is Financial Planning?

Copyright © 2021 Innovative Financial. All Rights Reserved. Innovative Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Innovative Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Innovative Financial, LLC unless a client service agreement is in place.