Who We Are
We are a team of experienced professionals ready to help you pursue your personal and financial goals.Learn More
What We Do
We help you with your tax, financial, and legal concerns - all under one roof.Learn More
Why We Do It
Simply put - we care about your success. We enjoy making a difference in your life.Learn More
Your Financial Partner
As you reach new milestones in life, your definition of financial success, your goals and your needs will likely change. At Financial Innovations, LLC, our purpose is to help you clearly determine specific monetary objectives while providing a roadmap designed to lead you toward your ultimate goals.
Our comprehensive services include wealth management, retirement planning, tax planning, estate planning, and financial planning. We are also able to assist with legal services. At each stage of your life, Financial Innovations, LLC, is by your side. Together we create and execute a steady, smart path of forecasting and investments. Contact us today to get started.Contact Us
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Apps that help small business owners better manage and grow their business.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Are Real Estate Investment Trusts right for your portfolio?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What is your plan for health care during retirement?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.