RBO, 13105 NW Freeway, Ste. 1250, Houston, TX 77040

346-300-4737
info@Innovativepfs.com
Stay Connected
Innovative PFS Team Home
  • Home
  • About Us 
    • Mission Statement
    • Our Company
    • Our Team
  • Products & Strategies 
    • Strategies
    • Investments
    • Financial Planning
    • Insurance
  • Services
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Tools
    • Glossary
    • Tax Resources
  • Contact
  • Events

Rightsizing for Retirement

What does your home really cost?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Contact

Office: 346-300-IPFS

Office: 346-300-4737

13105 NW Freeway,

Suite 1250

Houston, TX 77040

info@Innovativepfs.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC.

 Innovative Premier Financial Services is not an affiliate of NEXT Financial Group, Inc.

 To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.

 Investment products and services are available only to residents of the following states: Texas, Louisiana, Arkansas and Wisconsin

Kathryn Frank is licensed to sell insurance products in: Texas, Kentucky, Michigan, Louisiana, Arkansas and Wisconsin