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.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/03/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

06/01/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Preparation can sometimes be all you need to make the impossible, possible.
05/29/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
05/27/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Here are eight mistakes to avoid when.
05/25/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

The market is as unpredictable as the weather. We’re here to help you prepare.
05/22/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

If you'd like to participate in emerging markets, what are your options?
05/20/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Do you know the difference between a global mutual fund and an international mutual fund?
05/18/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
05/15/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/13/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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

Website

Alerts

Be the first to know and let us send you an email when Financial Innovations posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category