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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

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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