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 MoreWhat We Do
We help you with your tax, financial, and legal concerns - all under one roof.
Learn MoreWhy We Do It
Simply put - we care about your success. We enjoy making a difference in your life.
Learn MoreYour 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 UsHelpful Content
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.