Gary KlaricIntegrated Financial Advisory
Phone: (770) 720-8088 Gary Klaric, president of Integrated Financial Advisory is an independent financial advisor with LPL Financial serving North Georgia. Gary earned his Bachelor's Degree in Sociology with a minor in Business Administration from Thiel College in 1993. He enlisted in the US Army, and held the rank of Staff Sergeant/E-6. Gary was assigned to the personal staff of the Forscom Commanding General (4-star) for 5 of his 6 year enlistment as the driver and personal security to the general. Gary specializes in comprehensive financial planning and wealth mangement by working with individuals to design personalized retirement planning, tax-advantaged investment strategies, insurance planning, and estate planning. In helping people transition from corporate life to retirement, Gary likes working on the same side of the table as his clients to earn their business each and every day. This helps ensure that he acts in the best interest of his client without any commission incentives. His earnings are based on a small percentage of the advisory assets under his managment. The advisors at Integrated Financial Advisory offer balanced financial planning using a personalized one-to-one approach to help clients pursue their financial and life goals. We look beyond their financial picture into the realm of their most important values, relationships, and lifelong dreams. As we continue to build on the important aspects of their life, we maintain a commitment to offer informed choices that are well suited for their needs. Gary likes to look at his clients as being his 2nd family. He has the passion to provide guidance and service to establish a lifelong relationship over many years and generations to come. ![]()
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200 Ashford Center North Phone: 770-353-6400 |
