Broker Check
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

 

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

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Healthcare Costs in Retirement

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

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Richest Man in Babylon

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow