Our Services

GET A CUSTOMIZED, COMPREHENSIVE FINANCIAL PLAN


The Brain Trust helps you plan strategies for life.

Our goal is to take the mystery out of growing and protecting your hard-earned money. We help you make a financial roadmap so you have confidence about your plan for the future. Our LPL Financial Advisors offer comprehensive financial planning through LPL Financial using conservative, time-proven financial and economic principles.


Our 6-step approach to financial planning services gives you:


  • A customized, comprehensive financial plan focused on your lifetime goals and vision
  • Clear explanations of strategy choices, recommendations, and actions
  • Guidance and sound advice on leading-edge thinking and strategies
  • Accessibility to our expertise and quick answers to your questions


Ready to get a sound financial plan? Contact us today.



A-Z GUIDE TO SERVICES



A

Asset Allocation

B

Business Continuation

C

Charitable Giving Strategies

D

Deferred Compensation
Disability Insurance

E

Educational Planning
Educational Seminars
Employee Group Benefit Plans
Estate Planning
Estate Transfer Strategies
Executive Bonus Plans
Executive Stock Option Planning

F

Fixed Annuities

I

Immediate Variable Annuities
Income for Life Planning
Investment Planning
IRAs & Roth IRAs

K

Key Executive Benefits

L

Life Insurance
Lifetime Care for Children with Special Needs
Long-Term Care Planning
Long-Term Care Insurance

M

Mutual Funds

P

Pension Plans

Profit-Sharing Plans

Q

Qualified Retirement Plans

R

Retirement Planning
Risk Management

S

Structured Equity Products

T

Tax Planning

V

Variable Annuities
401(k) & SEP Plans
529a College Savings Plans






TOP 25 FIRM
2004-2017

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


RANKED TOP WORKPLACE 2015-2018





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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.