News Releases
2009
2009 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) Announced - December 1, 2009
Nine advisors from the Atlanta-based financial services firm of Integrated Financial Group, Amanda Fischer, David Gaynes, Karen Lee, Richard Lombardi, Stephan Oster, Donald Patrick, Denny Roodman, Al Searcy and Connie Weems-Scott, have been named in the October issue of Atlanta Magazine, the "2009 FIVE STAR: Best in Client Satisfaction Wealth Manager." Click to read more.
North Georgia Advisor Selected To Join Consortium of Independent Financial Planners - November 11, 2009
With over 10 years of experience, Gary Klaric is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Louisiana Advisor Selected To Join Consortium of Independent Financial Planners - November 2, 2009
With over 29 years of experience and $60 million in assets, Ken Miller is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Consortium Advisor Teaches Lunch 'n Learn for Non-profit Organization - November 1, 2009
Sandra A. Salem taught a workshop entitled "Women for Women" at Perimeter Adult Learning and Services (PALS), Inc., which is a non-profit, interfaith organization for retirees in Dunwoody, Sandy Springs, Norcross and neighboring areas. Click to read more.
Consortium Advisor Earned CFP® - November 2009
Jeff Stukey, a CERTIFIED FINANCIAL PLANNER™ professional with CenterPointe Wealth Management, a comprehensive financial planning service and consortium member of Integrated Financial Group in Wichita, KS, earned his CFP® designation on October 15, 2009. Click to read more.
Small Businesses Struggle to Remain Competitive in the Recession - July 15, 2009
According to Don Patrick and two other veteran financial advisors, there are three steps to help small businesses survive the recession and position themselves for greater long-term profiability.Click to read more.
Local Financial Advisor is Featured Speaker during National Conference - June 25, 2009
Don Patrick, an Atlanta-based CERTIFIED FINANCIAL PLANNER™ professional and Managing Director of Integrated Financial Group, addressed the general session of the Securities America National Conference held June 6-10, 2009, in Omaha, Nebraska.Click to read more.
Consortium Advisors Attend 2009 Securities America 25th National Educational Conference - June 25, 2009
12 Consortium Advisors and 3 Assistants were in attendance at the recent Securities America 2009 National Educational Conference held June 6-10, 2009, in Omaha, Nebraska. Click to read more.
Local Financial Advisor Speaks to Peers at National Conference - June 23, 2009
Karen Lee, an Atlanta-based CERTIFIED FINANCIAL PLANNER™ professional and President of Karen Lee & Associates, LLC, was a featured speaker for a break-out session at the Securities America National Conference held June 6-10, 2009, in Omaha, Nebraska. Click to read more.
Consortium Advisor Earned CLU® Designation - June 11, 2009
Joshua Donley, a CERTIFIED FINANCIAL PLANNER™ professional with Mitchell Wealth Management Group, LLC, an independent financial planning firm and consortium member in Winstom-Salem, NC, earned his CLU® - Chartered Life UnderwriterTM designation on May 1, 2009 from The American College. Click to read more.
Local Advisor Selected To Join Consortium of Independent Financial Planners - June 1, 2009
With 17 years of experience, Hakela Scales-Miller is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Local Atlanta Advisor Selected To Join Consortium of Independent Financial Planners - June 1, 2009
With over 25 years of experience, Odie Cohen is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Donald Patrick participates in "Ignite Your Practice" Webinar - May 29, 2009
Donald Patrick, Managing Director of Integrated Financial Group an Atlanta-based elite consortium of independent financial planners, was one of the distringuished panelists chosen to participate in a 90-minute webinar on May 28, 2009 to share his ideas on how to ignite your business. Click to read more.
Wichita Advisor Selected To Join Consortium of Independent Financial Planners - May 20, 2009
With over 20 years of business experience, Jeff Stukey is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Don Patrick Included On Industry List of Top 10 Branch Managers - May 11, 2009
Don Patrick, Managing Director of Atlanta-based Integrated Financial Group, has been named to On Wall Street magazine's annual list of Top 10 Branch Managers in 2008. Click to read more.
Atlanta Firm Named Among Securities America Top Three Branch Offices - April 7, 2009
Integrated Financial Group of Atlanta, GA has been named to Securities America's Circle of Stars. This annual award honors Securities America's Top 3 branch offices. Click to read more.
Managing Director of Local Firm Named Among the Financial Sector's Who's Who by Atlanta Business Chronicles - March 24, 2009
Managing Director of Integrated Financial Group, Donald Patrick, was named among the Top 100 power brokers who lead Atlanta's financial sector in 2008. Click to read more.
Southwest Missouri Advisor Selected To Join Consortium of Independent Financial Planners - February 1, 2009
With over 20 years of experience, Eric Peterson is selected to join the Integrated Finanical Group consortium of Advisors. Click to read more.
Consortium Advisor Will Moderate Financial Crisis Discussion - January 28, 2009
Dallas consortium advisor, Mario Ynegerto of Genesis Wealth Management moderated the much anticipated panel discussion on the "Current Financial Crisis in America," heald at the Crum Auditorium at SMU in Dallas, Texas on January 27, 2009. Click to read more.
Integrated Financial Group Holds the 2009 Consortium Retreat - January 27, 2009
Over 50 members of Integrated Financial Group consortium of financial advisors converged upon The Westin Atlanta North at Perimeter for their annual retreat held January 22nd thru 24th. Click to read more.
Local St. Louis Advisor Named 2009 FIVE STAR Wealth Manager - January 16, 2009
Denny Roodman, a consortium member, ranks among the top 3 percent of the advisors in the St. Louis area by receiving this conveted title. Click to read more.
Back to Basics in the 2009 - January 14, 2009
According to Don Patrick, Managing Director of Integrated Financial Group, getting back to the basics, right now, may not only be good for the bottom line, but offer benefits outside the financial realm such as bringing family members closer together. Click to read more.
Keeping Your Balance as Markets Wobble: Advisor Suggest Re-Jigging Your Portfolio Now To Help Your Outcome When Shares Pick Up Again - January 13, 2009
According to Don Patrick, Managing Director of Integrated Financial Group, over time, even the most carefully constructed portfolio can become unbalanced as the riskier asset classes outperform the more conservative ones, but serious unbalancing can occur more quickly in sudden, steep declines like we've seen in recent months. Listen to the podcast.
What investing pros are doing to their stock portfolios in 2009 - January 9, 2009
In this article from "USA Today" - Mario Yngerto, President of Genesis Wealth Management talks about being a buy-and-hold guy but going forward he might not make some changes based on the challenges we could face ahead. Read more.
Happy New Year! - January 1, 2009
In this article from "Researchmag.com" - Integrated Financial Group Managing Director Donald Patrick along with three other banch managers talk about what they will be doing to keep clients and staff informed and on track in 2009. Client Communication, Staff Support, Referral Opportunities and Creative Connections are the key.
E-volutionizing Retirement Planning: web-based and consumer self-service tools are beginning to gain ground in retirement planning - January 2009
Donald Patrick, Managing Director of Integrated Financial Group in Atlanta, said times have changed from analysts receiving a CD, putting it on the hard drive and getting updates. "Now Web-based tools provide round-the-clock access and updates, allow clients to access financial information and electronically store important documents such as wills and trust." Read more.
Jacobs Wealth Management Joins Kingdom Advisors - January 2009
Larry Jacobs of Jacobs Wealth Management (part of Integrated Financial Group consortium) becomes a Qualified Kingdom Advisor. Click to read more.
2008
"Investor's Alley" - It's a Rebalancing Act - December 15, 2008
In this article by Integrated Financial Group Managing Director Don Patrick, Don speaks about ways in which one can get their portfolio back in sync and how simple it can be to rebalance.
Wichita Advisor Selected To Join Consortium of Independent Financial Planners - October 13, 2008
With over 25 years of experience, John Barton is selected to join the Integrated Financial Group consortium of Advisors. Click to read more.
Five Star: Best in Client Satisfaction Wealth Managers (SM) Announced - October 3, 2008
Seven advisors from the Atlanta-based financial services firm of Integrated Financial Group, Alan Evans, Amanda Fischer, David Gaynes, Richard Lombardi, Stephan Oster, Donald Patrick, and Al Searcy have been named in the October issue of Atlanta Magazine. Click to read more.
Obama and McCain vs. Investment Portfolios - October 2, 2008
According to Don Patrick, Managing Director of Integrated Financial Group, there's ample analysis that gives investors clues about how the market will react as they and their friends, family and colleagues head to the polls. Click to read more.
Successful Succession Planning - September 3, 2008
Paul Peeler discusses how to create and execute an effective succession plan as well as questions to consider when setting up a plan for a smooth transition. Click to read more.
Five Tips for Dealing with Pain at the Pump - July 28, 2008
In this article from "Forbes.com" - Integrated Financial Group Managing Director Don Patrick talks about five tis to help deal with the pain at the pump. Click to listen to podcast.
Turning the Titanic - July 11, 2008
In this article from "Investment News" - Integrated Financial Group Managing Director Don Patrick talks about the probability of success with various mutual funds.
Local Atlanta Advisor Selected to Serve on Prestigious Securities America Advisory Council - July 2, 2008
Karen Lee has the honor of being selected for a three year term to the prestigious Securities America Advisory Council. Click to read more.
Local Plano Advisor Selected To Join Consortium of Independent Financial Planners - June 27, 2008
With over 19 years of experience, Mario Yngerto is selected to join the Integrated Financial Group consortium of advisors. Click to read more.
Consortium Advisors Attend Securities America, Boston ’08 – Connect! – June 18, 2008
15 Consortium Members and 3 Assistants attended the Securities America National Conference in Boston, MA, May 31st – June 3rd. This conference offered abundant opportunities for networking, growth, and a number of educational classes to keep these advisors ahead of the curve. Click to read more.
Understanding Roth IRA Accounts - June 17, 2008
Don Patrick, Managing Director of Integrated Financial Group, Atlanta, GA, writes that although the Roth IRA celebrates its 10th anniversary in 2008, it's still underused relative to traditional IRAs. Click to read more.
“Investor’s Alley” - Investing in Ben Bernanke’s World – June 16, 2008
In this article by Integrated Financial Group Managing Director Don Patrick, Don offers four tips to make sure investors are reacting rationally to the Federal Reserve’s current economic policies.
David Dew joins Diversified Wealth Management - June 16, 2008
David Dew recently joined Diversified Wealth Management as Director of Operations, proving the local firm is growing. Click to read more.
Keeping Savings Safe from Inflation - June 15, 2008
In this article from "WSJ.com" - Integrated Financial Group Managing Director Don Patrick talks about the best course for many risk-averse investors may be to "grin and bear it."
Jacobs Wealth Management Enhances Customer Service Offerings – May 7, 2008
An Integrated Financial Group Consortium member firm explores two new service offerings to help ensure that clients have “income for life.” Click to read more.
"Investor's Alley" - Going for the Green - May 5, 2008
In this article by Integrated Financial Group Managing Director Don Patrick, Don discusses the pros and cons of environmentally-friendly "green" investments.
Local St. Louis Advisor Named 2008 FIVE STAR Wealth Manager – April 18, 2008
Morris Shank, a consortium member, ranks among the top 3 percent of the advisors in the St. Louis area by receiving this coveted title. Click to read more.
Talking Turbulence – April 1, 2008
In this article from “Researchmag.com” – Integrated Financial Group Managing Director Don Patrick talks about the value of proactively communicating with clients during difficult economic times.
Mind Mapping - April 2008
In this article from Financial Advisor magazine, author Joel Bruckenstein cites how Integrated Financial Group Managing Director Don Patrick uses the unique process of linking thoughts and ideas - called "mind mapping:, to help organize his practice and educate his clients.
“Investor’s Alley” – Why Smart People do Stupid things with their Money - March 31, 2008
In this article by Integrated Financial Group Managing Director Don Patrick, Don explains how neuroeconomics uses science to understand why smart people sometimes make dumb mistakes with their money.
Local Oneonta Advisor Selected To Join Consortium of Independent Financial Planners - March 1, 2008
Don Benson joins the Integrated Financial Group Consortium with close to 30 years of public accounting experience. Click to read more.
Local Norwich Advisor Selected To Join Consortium of Independent Financial Planners – March 1, 2008
Joe Gunther joins the Integrated Financial Group Consortium with over 21 years of experience and $32 million in assets. Click to read more.
Fellow Consortium Member Is Sought Out for His Expertise in Educational Loans – March, 2008
Fox network affiliate WJCL Channel 28 (“The Coastal Source”) in Savannah, Georgia recently interviewed fellow consortium member Seth Kovensky – President of Live Oak Financial Services, LLC. Seth was sought out for his opinion on the current crises in the education lending sector – mainly due to his expertise in the area of college funding and his credentials as a Fox College Funding advisor. Click to read more.
Heath DeMarcy Promoted to Associate Advisor at Jacobs Wealth Managment - February 25, 2008
Heath DeMarcy recently joined Jacobs Wealth Management Financial Advisors as an Associate Advisor, proving the local firm is growing. Click to read more.
Local Savannah Advisor Selected To Join Elite Consortium of Independent Financial Planners – February 10, 2008
Following an extensive “mutual selection” process, Savannah-based financial advisor Seth Kovensky has affiliated his financial advisory practice with Integrated Financial Group. Click to read more.
Don Patrick Ranks Among Top Branch Managers - January 31, 2008
Managing Director of Integrated Financial Group, Don Patrick, has appeared on "On Wall Street" magazine's "Top 100" list of Branch Managers in America. Click to read more.
Integrated Financial Group Holds The 2008 Consortium Retreat – January 31, 2008
Over 50 members of the Integrated Financial Group consortium of financial advisors converged upon the Sheraton Atlanta Perimeter North Hotel for a retreat held January 24th thru 26th. Click to read more.
Don Patrick Speaks at the 2008 Tech Tools for Today Conference – January 12, 2008
Don Patrick delivered a presentation titled “Mind-Mapping Software: A Different Way of Framing Solutions” before independent financial advisors from around the country. Click to read more.
2007
DowJones Newswires - December 2007
In this article from the “Dow Jones News Plus” Don Patrick shares his thoughts on why variable annuities are in high demand from today’s investors. Annuities are long-term investments designed for retirement purposes. Withdrawals of taxable amounts are subject to income tax and, if taken prior to age 59 1/2, a 10% penalty may apply. Early withdrawals may be subject to withdrawal charges. Guarantees are backed by the claims-paying ability of the issuer. Click to read more.
Finding Alternatives to Traditional Investments – November 1, 2007
Don Patrick explores how alternative investments, in small doses, can help to stabilize a portfolio. Click to read more.
Seven Financial Gifting Tips for Year-End - October 2007
Seven financial professionals share seven financial gifting and tax planning tips to help reduce stress and taxes for the gift givers – while increasing wealth and financial security for those fortunate enough to be on the receiving end. Click to read more.
Virtual Office News – September 2007 (Volume V, Issue 9)
David Drucker interviews Don Patrick who explains that whether you’re trying to create a consortium of your own or simply managing a large practice with satellite offices that need to stay coordinated, the Consortium’s solutions are worth considering and emulating if they fit your needs.
Virtual Office News – September 2007 (Volume V, Issue 9)
In an article by Joel Bruckenstein Don Patrick explains why he is an advocate of mind mapping software for the financial planning industry.
Don Patrick Spoke at the 22nd Annual Southeastern Symposium – September 27, 2007
Don Patrick delivered a Retirement Investment Strategy seminar before the Society of Investment Planning Professionals. Click to read more.
Kiplinger's Report - August 2007
Don Patrick is quoted in this Kiplinger’s Report, which explores how, for the first time in a year, long-term bonds are yielding more than short-term issues.
Investment News – August 27, 2007
Don Patrick was quoted in an article published by Investment News. Don shared his strong opinions with the Washington Bureau Chief, Sara Hansard, regarding the Deferred-Compensation legislation that may be introduced in September.
Think it’s too late? Do you make too much to reduce your college bill? Think again. – August 2007
A few late-stage college funding strategies that may cut taxes and costs for affluent individuals and families are suggested in this article by Don Patrick. According to Patrick, making a good living (or having assets) and cutting hefty tuition bills are not mutually exclusive. Click to read more.
Integrated Financial Group Addresses Retirement Income Distribution – June 2007
Integrated Financial Group, Inc. today announced an enhanced client communications and planning toolbox for consortium advisors to use as their clients approach the income distribution phase and increasingly worry about outliving their money. Click to read more.
Don Patrick Attends Securities America National Conference – June 2007
Don Patrick, managing director of Integrated Financial Group in Atlanta, recently attended the Securities America National Conference in Salt Lake City, Utah, June 2-4. Patrick was invited to sit on four panels during the conference, to share his experience and knowledge with fellow advisors. Click to read more.
Advisor in Buffalo, NY joins Consortium – June 2007
Integrated Financial Group announced that Buffalo, NY advisor Patrick Allaire joined the consortium. He brings over 20 years of experience in Life Planning and Wealth Management. Click to read more.
Estate Planning in Five Easy Steps – May 2007
Don Patrick explains the essentials of preparing an estate plan. “If you own anything with value, from money, stocks and property to jewelry and collectibles, you have an estate that needs to be properly planned,” Patrick says. Putting it off could spell disaster. Click to read more.
Tim Aguillard, CPA, CFP® Earns Coveted CFP® Designation, March 1, 2007
Congratulations to Tim Aguillard, CPA, CFP®. Kiplinger’s Retirement Report (September 2004) calls the CFP® Certified Financial Planner) credential “The Gold Standard.” “Someone who earned the designation has received extensive education in the filed, taken rigorous exams, had years of experience, and demonstrated high ethical standards.” |a target=&qu
|
