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". The Atlanta Jewish Times is not a client of Financial Innovations and no payment was made for this endorsement.
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
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
To choose a plan, it’s important to ask yourself four key questions.
A look at how variable rates of return impact investors over time.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are hundreds of ETFs available. Should you invest in them?
A couple become Retirement Plan Detectives, searching records from old employers.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.