Blog




Advice For Life | Atlanta's Financial Planning Blog


Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  



From Past to Present: The People of Integrated Financial Group (Trent Adams)

Thursday, December 01, 2016

Interviewing financial advisor Trent Adams for the holidays was a no-brainer.


If you’re a Consortium Member reading this, you’re likely groaning at an overdone joke.

If not, then allow us to loop you in: a little over 6 months ago, the 34-year-old father of two was diagnosed with a paradigm shifting brain tumor just 2 days before his wedding anniversary. 


To say the news came as a shock is an understatement; Trent and his family were reeling. Within days, he was scheduled for surgery at Emory University Hospital in Atlanta.


Trent with wife Brittany and sons in 2014

Trent says, “The night before surgery, I said my goodbyes to family and friends. When I hugged their necks, I prayed it wouldn't be the last time. At 4 AM on March 21, 2016, I kissed my boys on their foreheads as they slept and thought: maybe this is it. It was by far the hardest thing I have ever done.”


When Trent joined Integrated Financial Group’s consortium of independent financial planners in 2015, he had no idea how much the relationships he formed with his fellow advisors would impact his battle with cancer. Trent returned to the office shortly after surgery because, well, you can’t keep a good man down. The normalcy of routine, daily interactions with colleagues and clients, and caring culture at IFG helped him cope with recovery and face treatments with more courage than he admits he might have otherwise mustered.


Trent is the owner and managing partner of Magnolia Financial Services. For the past 13 years, Trent has been helping families and businesses navigate the complexities of their financial lives and protect their legacies for future generations. Service and education form the fundamentals of Trent’s independent wealth management practice: they’re a small firm with big hearts for helping clients work towards financial fulfilment.


Looking ahead, Trent says that cancer has given him a kind of clarity and unique perspective he wants to share. He counsels clients every day on the importance of planning ahead, and now he can provide personal insight to back up his recommendations.


“Hug your families. Go the extra mile to make memories and mend fences—at any cost. You only get so many trips around the sun, so make them count."


Trent's boys help 'fix Daddy'


If you're interested in talking to Trent more about his experience, he's happy to share. Call him at 770-353-6406.


We’re especially grateful at Integrated Financial Group this year—not only for Trent’s victory over cancer—but for the advisors, assistants, clients, colleagues, consultants, family and friends who make our organization what it is.


Thank you, and Happy Holidays!



JOB TITLE

Founder and Managing Partner at Magnolia Financial Group


NUMBER OF YEARS WITH THE CONSORTIUM

Since 2015


FAVORITE THING ABOUT WORKING WITH IFG

“Education, without a doubt. The knowledge I’ve gained during my 13 years in this field has been amplified exponentially by having the ability to walk across the hall and receive council, collaboration, or new solutions for our existing and future clients.”


BIGGEST PROFESSIONAL ACCOMPLISHMENT AS A MEMBER

“Learning to say “no”. As a business owner, we are all chasing that proverbial carrot. But now, as a member of IFG, I have learned that if my values and vision do not match my clients, it’s ok to say no. We are able to help so many people in our day to day lives and being the right fit - on each side of the table - is now what moves me forward.”


MEMBER WHO’S MADE THE BIGGEST IMPACT ON YOU

“Talk about a loaded question! Everyone here has made a tremendous impact on my practice, especially our Client Relationship Manager, Nikki Cape – I’d be lost without her. But, if I had another high-tech can opener to my head, I’d have to say Land Bridgers. In addition to bringing me into the Consortium, Land has helped me match my priorities with my actions. It’s very easy to list what is most important to you in life – it’s another thing to be able to look in the mirror and know what you see matches. He has helped me find that again.”


Never Miss A Post


Search


Recent Posts


Tags

Connie Weems Scott Retreat 2017 Veteran's Days Per Stirpes National Aging In Place Council Health Care USMC DFA Atlanta Journal Constitution Milestone Investment Management Nest Egg Aging In Place Mosaic Capital Management Social Security Consumer Debt Wall Street Land Bridgers Jerrí Hewett Relationship Basics Steve Callaham Travel Economic Commentary Mother's Day Morris Shank Divorce Joe Gunther Integrated Financial Group Financial Planning Advisor Talk Financial Goals Risk Management Bonnie Whyte LPL Advisors Boomerang Kids Kids Berlin Candy Bomber Women Election Wealth Horizons Top 25 Atlanta Financial Planning and Advisory Firms Join Us Small Business Saturday 2013 Taxes Jerri Hewett Miller 401(k) How To Save David Gaynes The Brain Trust Financial Outlook Denny Roodman Retirement Planning Taper Financial Strategies Group Eugene Fama Mark Smith Angela Rehkop Dimensional Funds Advisors Advisors College Funding Top Workplace 2015 Investors Mickey Stokes Atlanta Financial Planner Investing IRA Taxes Company Culture Photo Gallery Mike Irvin Wills Distribution Planning Retreat 2014 Trent Adams Karen Lee New Members David Crew Investment Planning Relationships Long Term Care Estate Planning High Frequency Trading Al Searcy Women Investors Video Thanksgiving Brain Trust Father's Day Hank Cleare Stock Market Favorite Things Legacy Planning Independent Financial Planners Toys For Tots Karen Lee and Associates Investors Almanac Josh Donley Gaynes Capital Management Identity Theft Retirement Don Patrick Searcy, Weems-Scott & Associates Ethical Wills Holiday Gift List Vacation Conferences Michael Stone Small Business Bull Market Sandra Salem Doctors Lounge LPL Financial Business Owners Five Star Wealth Managers Insurance Consortium Retreat 2016

Archive








TOP 25 FIRM
2004-2016

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.