Recently voted Best Financial Planner in My Alpharetta!
Recently voted 2nd Place Best Investments Financial Services for 2021 Best of Jewish Atlanta!
Over 4000 Jewish Atlanta voters participated in this year’s readers’ choice, to nominate and vote for their favorite business in a variety of categories. Laura Schilling won top five places in the category of Best Investments and Financial Services in the 2020 and 2021 Special Edition “Best of Jewish Atlanta: Readers’ Choice Awards.
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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Use this calculator to better see the potential impact of compound interest on an asset.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Make your retirement as exciting as your next vacation.
Imagine your ideal post-pandemic retirement with this animated video.
How will you weather the ups and downs of the business cycle?
Savvy investors take the time to separate emotion from fact.