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.
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.
Provide the most suitable financial products and services
Simplify our client's financial life and deliver a prudent management of wealth and emotions.
Maintain a high level of honesty, integrity and values.
Financial planning through LPL Financial, A Registered Investment Advisor
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This worksheet can help you estimate the costs of a four-year college program.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.