"Planning Financial Freedom"

"Planning Financial Freedom"

Building Long Term Relationships

Our Process

Financial Planning is as much of an art as a science, and we at Integrated Financial Partners appreciate that no two clients are alike. A considerable amount of time is dedicated to getting to know our prospective clients from the very outset. Our objective is to provide the very best advice for each client so that we can establish long term, rather than transactional, relationships.

1

Discover

Initially, we conduct a “Fact Finding” meeting where we do more listening than talking. Getting clients to express their expectations and concerns is more than reviewing account statements, however, this meeting will include reviewing financial and legal documents to help you prioritize short, mid and long-term goals and objectives.

1

Discover

Initially, we conduct a “Fact Finding” meeting where we do more listening than talking. Getting clients to express their expectations and concerns is more than reviewing account statements, however, this meeting will include reviewing financial and legal documents to help you prioritize short, mid and long-term goals and objectives.

Plan

Next, we create a “Financial Profile.” Behind the scenes, we thoughtfully evaluate and analyze your situation in the following areas as appropriate: Emergency Funds, Cash Flow; Life Insurance, Disability Insurance, Wealth Accumulation, Asset Allocation, Wealth Distribution, and Income and Estate Taxation, and Long-Term Care Insurance.

2

2

Plan

Next, we create a “Financial Profile.” Behind the scenes, we thoughtfully evaluate and analyze your situation in the following areas as appropriate: Emergency Funds, Cash Flow; Life Insurance, Disability Insurance, Wealth Accumulation, Asset Allocation, Wealth Distribution, and Income and Estate Taxation, and Long-Term Care Insurance.

3

Implement

In the second meeting, we present our findings and ideas, both written and orally, at a level which is easy to understand. In this step we often begin an interactive “What If” process of evaluating various scenarios with sophisticated analytical tools. By the conclusion of this meeting, the core parameters for plan design will have been established.

3

Implement

In the second meeting, we present our findings and ideas, both written and orally, at a level which is easy to understand. In this step we often begin an interactive “What If” process of evaluating various scenarios with sophisticated analytical tools. By the conclusion of this meeting, the core parameters for plan design will have been established.

Monitor

When the plan document is presented, we meet to discuss specific and targeted recommendations and strategies. At this point, we have critically evaluated a variety of tools and strategies that would be suitable for the specific objectives. We understand that nothing is perfect and there is always the potential downside to consider. Our job is to make sure our clients understand the costs and benefits of any decision that will affect not only their lifestyle, but possibly that of their heirs.

4

4

Monitor

When the plan document is presented, we meet to discuss specific and targeted recommendations and strategies. At this point, we have critically evaluated a variety of tools and strategies that would be suitable for the specific objectives. We understand that nothing is perfect and there is always the potential downside to consider. Our job is to make sure our clients understand the costs and benefits of any decision that will affect not only their lifestyle, but possibly that of their heirs.

Only at the completion of this process can the implementation process begin.

Have A Question?

We are always happy to talk with anyone who believes they need our help. If you have questions about investing, financial planning, college funding, retirement or any other of a number of matters for which a financial professional can help, please contact us!

Address: 2330 Patrick Henry Pkwy, Suite 150, McDonough, GA 30253

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KS, NC, OH, SC, and VA. Integrated Financial Partners is licensed to conduct insurance business in AL, FL, GA, and NC.