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  1. Home
  2. Our Services

Our Services

Vision & Discovery

  • Goal Setting
  • Organizing Assets and Liabilities
  • Identifying Cash Flow
  • Uncovering Problems
  • Financial Statements

Protection

  • Estate Tax Planning Wills & Trusts
  • Asset Protection
  • Life Insurance
  • Disability Insurance
  • Medical Insurance
  • Long-Term Care Insurance
  • Property & Casualty Review
  • Group Benefits
  • Professional Liability

 

Cash Management

  • Cash Flow Planning
  • Mortgages/Financing Strategies    
  • Cash Reserves
  • Tax Planning & Projections

 

Retirement / Independence Planning

  • Retirement Projections
  • Personalized Strategies
  • Qualified Plan Settlement Options
  • Pension Settlement Options
  • Annual Reviews and Adjustments

 

Investment Planning

  • Asset Allocation
  • Investment Policy Statements Investment
  • Evaluation Company Stock & Option Planning/Exercising
  • Investment Real Estate & Tax Considerations
  • Independent Investment Advisory Services
  • 401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA, IRA Rollovers
  • Stock/Bond/CD Brokerage
  • 529 Plans, Custodial Accounts, Etc.

 

Ancillary Planning

  • Charitable Giving
  • Education Planning & Funding
  • Divorce Planning
  • Legal Documents/Review
  • Management Agreements/Review
  • Employee Agreements/Review
  • Bonus Agreements/Review

 

Business Planning

  • Business Succession & Continuation
  • Business Sale Structure

 

Retirement Plans

  • Deferred Compensation Plans
  • Executive Retention
  • Key Employee Retention
  • Employee Compensation
  • Fringe Benefits

Click here to download Mike Tarrant’s Financial Planning Process

Click here to download Mike Tarrant’s Guide to Building Wealth and Security

 

Learn more about our Services for

 

 

 
BUSINESS & EXIT PLANNING
 
INDIVIDUALS & FAMILIES
 
PHARMACISTS & PHARMACY OWNERS

 

Mike Tarrant, CFP® | Real Financial Planning For Real People.

200 ASHFORD CENTER NORTH
SUITE 400
ATLANTA, GEORGIA
30338 UNITED STATES

mtarrant@intfingroup.com

770-353-6414

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, 2018-2021 Five Star Wealth Managers.

View this firm's Relationship Summary

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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