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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.

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Tax Rules When Selling Your Home

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

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Contributing to an IRA?

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

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5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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.

Surprises

Making the most of surprises is a great reason to work with us.

Rightsizing for Retirement

What does your home really cost?

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