Planning for your future doesn’t have to be complicated.
It starts by identifying what’s important to you, and finding someone with experience to help you prioritize your needs, wants, and goals. With a solid financial plan in place, you can systematically work towards achieving them.
Your 3-Year Vision
Define
Plan
Schedule
Evaluate
What’s on your mind? What needs to be done? What will bring you joy and satisfaction?
We craft an actionable, common-sense plan that addresses what matters most.
We help you break down important financial to-dos into manageable segments.
We evaluate your progress every time we meet and adjust the plan accordingly.
90-Day Mileposts organize your financial plan into shorter, more manageable segments.
Every 2-3 months, we address a specific part of your overall plan so you can work systematically towards achieving your goals.
Financial services designed with you in mind
FINANCIAL PLANNING
We guide you through a comprehensive process to help you evaluate your opportunities, protect your assets, and pursue your goals.
CASH FLOW & BUDGETING
We help prioritize your spending, prepare for potential blind spots, and look for opportunities for additional savings.
INVESTMENT MANAGEMENT
Based on your objectives and risk preferences, we provide investment recommendations and professional portfolio management services.
DEBT MANAGEMENT
We help you optimize your repayment strategy and use credit as a strategic tool to strengthen your financial position.
RETIREMENT/INDEPENDENCE PLANNING
We help you understand how to optimize contributions to your retirement accounts and show you how to effectively turn your savings into lifetime income.
SOCIAL SECURITY PLANNING
We help you decide when to start taking payments and show you how to maximize spousal benefits.
BUSINESS PLANNING
We provide business valuations, operational and succession planning advice, analyze current employee benefits, help manage retirement plan tracking and maintenance, and provide guidance on business tax planning.
INSURANCE PLANNING
We evaluate current life, disability, longterm care, health, umbrella, property, and auto insurance and look for opportunities for improvement or money savings.
TRUST & ESTATE PLANNING
We review beneficiary designations, account titling and estate documents. If needed, we collaborate with specialized professionals to help you complete an estate plan.
Learn more about our specialized services
Pharmacists & Pharmacy Owners
Business Valuations & Planning
Complete Cost Transparency
We offer flexible solutions at the service level that suits you best.
Initial Planning – AUM under $1-2M – Year 1
Singles $3500+ | Couples $4500+ | Businessowners $6500+
Ongoing Planning – AUM under $1-2M – Year 2+
Singles $2500+ | Couples $2500+ | Businessowners $3500+
- Annual Plan Progress Update with Tax Review for Singles & Couples
- Business Plan Update for Businessowners
- Financial Advice ‘On Demand’ with no hourly charges
- AUM $2M+ includes Mid-Year Check-In
Investment Advisory Rate Schedule
| Advisory Assets | Rate |
|---|---|
| Up to $250,000 | 1.50% |
| $250,000 – $500,000 | 1.25% |
| $500,000 – $1,000,000 | 1.15% |
| $1,000,000 – $2,000,000 | 1.00%0 |
| $2,000,000 – $3,000,000 | 0.80% |
| $3,000,000 – $5,000,000 | 0.65% |
| $5,000,000+ | Negotiable |
Wondering how our process works?
Download our Client Service Overview for a detailed explanation of how we would work together.
Ready for a conversation?
Book a time for a Zoom meeting or chat on the phone to explore working together.
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200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414
View this firm's Relationship Summary
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.