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
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, cracking the code on bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?