Broker Check
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.

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

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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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

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

Self-Employed Retirement Plans

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

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.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

View all presentations arrow

Saving for College 101

Here’s a crash course on saving for college.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Are Alternative Investments Right for You?

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

Rightsizing for Retirement

What does your home really cost?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Inflation and Your Portfolio

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

View all videos arrow