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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are five facts about Social Security that are important to keep in mind.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Get ready to enjoy America’s national park system with this helpful article.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When you retire, how will you treat your next chapter?