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


Zoom Webinars  


March 30th, at noon, Fred Lanier from JP Morgan – The Market


April 1st, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


April 2nd, at noon, Brian Schleicher, Georgia Corporate Attorney -PPP/EIDL- The Cares Act


April 3rd, at noon, Waldo Waldman – Never Fly Solo


April 6th, at noon, Byron Sanford, Georgia Corporate Attorney – PPP/EIDL- The Cares Act


April 8th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


April 10th, at noon, Robert Frutoz @ Fidelity Asset Management – The Market


April 13th, at noon, Invesco Nick Kalivas


April 15th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


April 17th, at noon, Prudential – Identity Theft


April 22nd, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


April 24th, at noon, Robin Moriarty author of “What Game are you Playing”


April 27th, at noon – Nutrition Ventures LLC, Julie Taube - Healthy Weight Coach & Professional Speaker


April 29th, #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


May 1st, at noon – Delaware Life Social Security


May 4th at Noon – Fred Lanier JP Morgan Investments


May 6th at 9 am #WorkoutWednesdays @ 9 am with Deanne Jacobson from Fit & Strong www.fit-and-strong.com


May 11th (Monday) at noon Andy Lipman



Please join us. If you are interested in attending please email Laura@financialinnovations.biz so that you can receive the link and the password. We will continue this Zoom series throughout May as long as the quarantine/shelter in place takes place. All previous zoom webinars have been recorded, and can be accessed here. Please note that our speakers are not affiliated with Financial Innovations LLC or Triad Advisors.

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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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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With alternative investments, it’s critical to sort through the complexity.

Four Really Good Reasons to Invest

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There are four very good reasons to start investing. Do you know what they are?

Buying Auto Insurance For Teen Drivers

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Tips on insuring your teen driver.

 

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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A letter of instruction provides additional and more personal information regarding your estate.

Retiree Health Care Coverage Overseas

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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