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.
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
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
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An Inside Look at Retirement Living
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Business Cycle
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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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.