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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

<p>Assess</p>

Assess

Data-driven analysis is the foundation for everything we do.

<p>Plan</p>

Plan

Individualized strategies ensure that your goals are always a priority.

<p>Manage</p>

Manage

Our comprehensive financial management means we're ready to address your every need.

<p>Welcome to <br/>Innovations Financial, LLC</p>

Welcome to
Innovations Financial, LLC

Welcome to our Web site, offering a wealth of information through newsletter articles, calculators, and research reports. Gain a better understanding of financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation to seize opportunities and potential rewards. We aim to educate you about financial management, provide insights into our expertise, and offer easy access to market performance data to help you pursue your goals effectively.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More
How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
Learn More

Meet Our Team

G Cozart

G. Mason Cozart

Financial Advisor

Gina Reeves

Gina Reeves

Director of Client Relations

Lisa Faye

Lisa Faye

Branch Operations Manager

Norman Hall

Norman Hall

Financial Advisor

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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