Integrated Financial Partners provide financial planning and investment advice.
Business Services
BUSINESS PLANNING
- Comprehensive
- Financial Statements
- Executive Benefits
- Key Employee
- Buy Sell Funding Strategies
- Estate Taxes
QUALIFIED PLANS
- Profit Sharing Pensions
- 401(k)
- Defined Benefit
- IRS Approved Prototypes
- Investment Accounts
- Tax Sheltered Annuity
- SEP
- Keogh’s
BUSINESS CONTINUATION
EMPLOYEE FINANCIAL PLANNING SEMINAR SERVICES
BUSINESS INSURANCE
- Buy Sell
- Key Person
- Payroll Deduction
- Split Dollar
- Disability
- Disability Buy-Out
- Overhead Expense
- Executive Carve-Out LTC
EXECUTIVE COMPENSATION
- Deferred Compensation
- Capital Transfer
- Executive Bonus
- 401(k) Carve Out
Personal Services
FINANCIAL PLANNING
- Fee-Based Financial Plan
- Non-Fee Financial Profiles
- A Comprehensive Financial Planning and Implementation Approach
ESTATE PLANNING
- Charitable Giving
- Trusts
PENSION MAXIMIZATION
- Explore, Identify and Manage Survivor Options
- Distribution Strategies
INSURANCE
- Life
- Disability
- Medical
- Long Term Care
TAX PLANNING
RETIREMENT PLANNING
EDUCATIONAL PLANNING
BROKERAGE SERVICES
- Full Service
- Cash Management Accounts
- Wrap Accounts
ANNUITIES
- Fixed
- Variable
MUTUAL FUNDS QUALIFIED RETIREMENT PLANS
- IRA’s
- Roth IRA’s
- IRA/401K Distribution Strategies
- SEP’s
- Keogh’s
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!
LPL Financial Form CRS
Privacy Policy
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.