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
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Bonds may outperform stocks one year only to have stocks rebound the next.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It's important to make sure your retirement strategy anticipates health-care expenses.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women must be ready to spend, on average, more years in retirement than men.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are Real Estate Investment Trusts right for your portfolio?