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We offer a comprehensive suite of services designed to address your specific needs, at whatever stage of life you are in. We work with you, as a team, to develop plans aligned with your values and put an emphasis on a planning-based approach. Our services include:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist you with the following strategies:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities
  • Structured Equity CDs and Notes (principal protection)


Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Contact Financial Innovations, LLC, today to learn more about how our personal, holistic approach to financial planning can help you and your family reach your goals.