Financial Innovations

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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.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
10/16/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

10/14/2026

Protect yourself from identity theft.

\$100 not spent is more like \$143. Intrigued?
10/12/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
10/09/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Lifestyle inflation can be the enemy of wealth building.
10/07/2026

Lifestyle inflation can be the enemy of wealth building.

Could you find acres of diamonds in your own backyard? Watch this video.
10/05/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
10/02/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
09/30/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Working in Retirement: New trend or same old story?
09/28/2026

Working in Retirement: New trend or same old story?

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

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