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Text Content

678-338-4400

Menu
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HOW WE WORK

Our first priority is helping you take care of yourself and your family. 

We want to learn more about your personal situation, identify your dreams and
goals, and understand your tolerance for risk. 

Long-term relationships that encourage open and honest communication have been
the cornerstone of our foundation of success.  









In today’s world of financial complexity, you need a complete array of reliable
tools that provide solutions.

We offer products and services that help to enhance your financial plan,
allowing you to plan for uncertainty and spend less time worrying.

We work with individuals, families and business owners to help them pursue their
financial goals.




Experienced financial advice from a team you can depend on.

Contact us for a complimentary consultation.  


STEP 1

Our process begins with you. We will ask relevant questions to know ''What keeps
you up at night'' and ''What wakes you up in the morning''. This allows us to
create clarity on how we can serve you.


STEP 2

After a thorough discovery of your unique situation, our team approach creates
strategies that address each of your unique intentions, goals and issues. We
then determine priorities, timeframe and implementations.


STEP 3

We continually monitor your plan. We know things happen and change over time. As
your trusted advisor, we will be there to ensure you stay on track for the
commitment you made to yourself and the people that matter most to you.



Learn more



Learn more


COME VISIT OUR OFFICE




HAVE A QUESTION?

Name
Email
Address
Phone
Question

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CONTACT

Innovative Financial Group

Office: 678-338-4400

Fax: (770) 512-8609

3520 Old Milton Parkway

Alpharetta, GA 30005

infoATL@askIFG.com



QUICK LINKS

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.



Innovative Financial Group 3520 Old Milton Parkway Alpharetta, GA 30005 (678)
338-4400



We are licensed to sell Insurance Products in the following states: Alabama,
Alaska, California, Florida, Georgia, Iowa, Maine, Maryland, Minnesota, New
York, North Carolina, South Carolina, Tennessee, Texas, Virginia

California license 0M86330

Minnesota Insurance License 40713019

We are registered to sell Securities in the following states: Alabama, Alaska,
California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas,
Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri,
Nebraska, New Jersey, New York, North Carolina, North Dakota, Oregon,
Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia

Securities and Investment Advisory Services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. Osaic Wealth does not provide tax or legal advice.



 
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