Innovative Financial Group - Atlanta

Innovative Financial Group - Atlanta Our intention is to help educate, organize and prepare our clients for the inevitable issues they wi

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/30/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Are you planning to work after taking Social Security benefits? Know the rules.
08/29/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Learn the language of life insurance.
08/28/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
08/23/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/22/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Consider a bucket plan to go with your bucket list.
08/21/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Learn how to maximize your Qualified Charitable Distributions!
08/16/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Use your car for business? Make sure you're on the same page as your insurance carrier.
08/15/2026

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?

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
08/14/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Address

3520 Old Milton Parkway
Alpharetta, GA
30005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16783384400

Website

Alerts

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

Contact The Business

Send a message to Innovative Financial Group - Atlanta:

Shortcuts

Share

Category