Douglas Stefanini

Integrated Financial Advisory

Visit my web site!

Phone: 770-720-8444
Fax: 770-387-6262
E-mail: dstefanini@intfingroup.com

Douglas J. Stefanini brings a wealth of knowledge to Integrated Financial Advisory and Integrated Financial Group. His practice is centered on providing clients with unique, practical, and suitable retirement planning advice. He implements solutions and strategies that are specifically designed to align a financial focus and help provide retirement security during a client’s transition from the accumulation phase (where the focus is wealth creation) of their planning to the distribution phase (where the focus is on Reliability of Income, Maintaining Wealth, and providing Growth) of their retirement planning.
 
Mr. Stefanini's practice is focused on providing telecom & health care retirees with easy to understand financial solutions that make sense. He inspires his clients to take action and helps them to envision and prepare for what their life will look like in 5 years, 10 years, and throughout their retirement. He explains: “During retirement, clients will reach a point where they require additional income and will begin to withdraw money from their portfolio. Since in most cases they’re no longer making significant additions to their nest egg, proper foresight and planning can be of paramount importance for distribution and wealth transfer planning. These clients want to ensure that they don’t outlive their money; this is where my consultation can make a difference to a family looking to provide for each other and retire comfortably”.
 
Mr. Stefanini specializes in life planning strategies with over 17 years of experience and dedication in helping retirees and individuals planning for retirement develop custom tailored solutions that focus on their goals, needs, and wants. He offers his clients a personalized focus, the gold standard of service, and tax smart investment strategies. He explains: “Our advisors bring a unique value to our clients: we listen and gather enough information to fully understand their situation.  Most importantly, however, we understand the world of money and offer concepts and practical solutions that are easy to implement”. His comprehensive approach to planning is geared toward improving portfolio performance and minimizing downside.
 
Mr. Stefanini is a Registered Representative of Securities America, Inc., Member, FINRA/SIPC and a Registered Investment Advisor Representative with Securities America Advisors, Inc. an SEC registered investment advisory firm.  He lives in Atlanta and enjoys travel, photography, and the culinary arts. He is an avid reader and writer and does charitable work for the Ronald McDonald House and the Atlanta Food Bank.