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In December 2014 Collins Wealth Management affiliated with the Integrated Financial Group, one of Atlanta's largest financial planning consortiums (based on assets under management by the Atlanta Business Chronicle.)  IFG is a network of LPL Financial advisors and their firms coming together to form The Brain Trust.  We are independent firms but all believe that our vast collective knowledge and experience can help us provide sound advice for our clients.  We are committed to providing practical and conflict-free advice.  Integrated Financial Group has been named one of the Top 25 Financial Planning Firms in Atlanta, based on assets under advisement, by Atlanta Business Chronicle consecutively for 10 years. 

Integrated Financial Group is a consortium of LPL Financial Planners and not a Registered Investment Advisor firm.

Visit IFG Website

We are here to serve individuals and families in all aspects of financial planning and wealth management. Including retirement, estate and income planning. We engage in holistic financial management which we believe allows us to help simplify our client's financial lives. We strive to grow and protect our client's wealth in hopes of fulfilling their dreams and aspirations, allowing them to enjoy financial independence.

Our Mission:
Provide the most suitable financial products and services

Our Goal:
Simplify our client's financial life and deliver a prudent management of wealth and emotions.

Our Promise:
Maintain a high level of honesty, integrity and values. 


Financial planning through LPL Financial, A Registered Investment Advisor

Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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