NEWSLETTER SIGNUP

We have been most pleased with how accessible Ethan is and how genuinely concerned he is about providing us with expert advising. No matter how elementary or complex the question, Ethan has been only a phone call away.

Tommy White
Diamond Gasoline Stations, Inc.

Innovative Financial Solutions has helped me with my money process instead of focuing on products. I have recaptured dollars that I had no
idea I was wasting and redirected them in a much more efficient manner
so they grow for my future, not institutions.

Dr. J. Steve Shirley

I would recommend Ethan's services and friendship without any reservations. If there is any way you can make the time to meet with him briefly to see if he can help you, you will be pleasantly suprised.

Benny and Amber Alaniz

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WELCOME to Innovative Financial Solutions

Our goal for our clients is simple. We want to help you create Strategies that teach you how to recapture money that you are currently 'wasting' either unknowingly or unnecessarily to financial institutions - banks, brokerage houses and Uncle Sam. We will then show you how to create multiple uses for the same recaptured dollar to have more control of your money, rather than worrying and chasing after a rate of return in the market of stocks, bonds, and mutual funds.

We want to help you with your financial PROCESS instead of just Selling you a financial PRODUCT.

As an example, if I were to buy you the best set of golf clubs on the market today, it might improve your game maybe two strokes. But if I were to get you ten lessons with Tiger Woods, it would improve your game tremendously!

That is the difference in what we do, Process – the swing, versus Product – the clubs. We want to teach you how to swing your financial clubs!

One of the major principles we teach is being efficient with the money that you already use.  Unlike most advisors that need you to come up with additional money to fund a strategy, we look at all of the pieces in your current financial world and point out potential inefficiencies. Today’s advisors look at only the first phase of money, the Accumulation phase, giving little regard to the other two equally important phases, the Distribution and Transfer phases.  There are plenty of strategies to accumulate assets but it is very difficult to create strategies that take into consideration how you are going to access your accumulated money without giving 40% to our federal government and when you pass away, how to transfer your assets to the things and people you care about without our government taking over 50%.  We look at your Wills to make sure they are current and say what you want them to say and that they coordinate with all of your financial documents. We look at how you hold ownership to your assets.  We evaluate all of your insurances and help explain what your coverage really means to you and your family’s protection.  We search for inefficiencies in your current savings plans and then help recapture wasted dollars.  We then redirect your recaptured dollars into strategies that make each dollar you consume perform more than one purpose, taking all three phase of money into consideration.