"Planning Financial Freedom"

"Planning Financial Freedom"

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!

Contact Us

LPL Financial Form CRS
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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.