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Helping Individuals & Families at Every Stage of Life A Holistic Team Client-Centric Multi-Generational Planning
Client Centered

Recently voted Best Financial Planner in My Alpharetta!

Client Centered


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.

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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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Helpful Content

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

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

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

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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