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Helping Individuals & Families at Every Stage of Life A Holistic Team Client-Centric Multi-Generational Planning

Who We Are


We are a team of experienced professionals ready to help you pursue your personal and financial goals.

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What We Do


We help you with your tax, financial, and legal concerns - all under one roof.

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Why We Do It


Simply put - we care about your success. We enjoy making a difference in your life.

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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.

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Helpful Content

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Apps that help small business owners better manage and grow their business.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Immediate vs. Deferred Annuities

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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