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 Bookmark and Share

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

 

From Past to Present: The People of Integrated Financial Group (Bonnie Whyte)

Friday, September 23, 2016 Bookmark and Share

 

Be Like An Iceberg And Rise Above The Surface To Success

Thursday, February 18, 2016 Bookmark and Share

by Land Bridgers



Recently, I have taken the time to learn about icebergs, and now know more than I ever imagined I could about massive chunks of ice. Let me state the obvious; the Titanic. It sunk. Full steam ahead! With only 10% visible, (even I can do this math) 90% of the iceberg was hidden below the water.  

Top 10 Life Events That Should Prompt an Estate Plan Review

Thursday, August 20, 2015 Bookmark and Share



At times, it’s hard to convince clients of the value of a well-thought out estate plan, and even harder to get them to pay to change that plan when things shift. However, estate plans are an essential part of protecting wealth, and they require routine maintenance and review.

Use these life events as conversation starters with your clients to keep estate plans up-to-date. 

Video: Top Revenue Enhancing Tools For Brain Trust Members

Thursday, July 30, 2015 Bookmark and Share



Considering a change for your financial planning practice? We're proud to offer revenue enhancing tools to members in addition to our unique culture. Watch this video and learn more about the Brain Trust today.  


Never Miss A Post


Search


Recent Posts


Tags

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

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.