Planning for your future doesn’t have to be complicated. It starts by identifying what’s important to you, and finding someone with experience to help you prioritize your needs, wants and goals. With a solid financial plan in place, you can focus on what is really important to you.
Mike Tarrant CFP® has 25 years’ experience helping people choreograph their financial lives. Mike helps clients create common-sense plans that aim to help align important financial decisions with their life’s goals and seeks to avoid financial blind spots. Whether you’re a pharmacist looking for strategic planning advice from someone who understands your profession, a business owner who wants to address financial blind spots, or a family ready to invest in the future, Mike and his staff offer real, comprehensive financial planning for real people just like you.
Being Independent Doesn’t Mean Being Alone
The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016, 2018 Five Star Wealth Managers.
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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a Registered Investment Advisor. Integrated Financial Group and IFG Advisory, LLC, are separate entities from LPL Financial. Tax and legal services are coordinated with independent third-party professionals. Integrated Financial Group and LPL Financial do not provide tax/legal advice or services. Mike Tarrant is registered to do business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA
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