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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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Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Critical Estate Documents

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

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

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Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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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