Financial Innovations

Financial Innovations A HOLISTIC TEAM Our team consists of practicing attorneys, accountants, and financial advisors.

We are wealth managers assisting clients with managing their finances and financial planning. We review life insurance, long-term disability, college planning including 529s, investments including stocks, bonds and alternatives, retirement planning and more.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
07/17/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Use your car for business? Make sure you're on the same page as your insurance carrier.
07/15/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
07/13/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
07/10/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
07/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
07/06/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

What role would taxes play in your investment decisions? Find out in this message.
07/03/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
07/01/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/29/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Address

6111 Peachtree Dunwoody Road, F 101
Atlanta, GA
30328

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14044580065

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