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
What’s on your mind? What needs to be done? What will bring you joy and satisfaction?
Plan
We craft an actionable, common-sense plan that addresses Plan what matters most.
Schedule
We help you break down important financial to-dos into manageable segments.
Evaluate
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.
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.
Being an independent financial planner doesn’t mean being alone.
Tarrant Financial’s strategic partners include companies and teams of diverse professionals who support us with their expertise, perspective, and resources.
Land Bridgers
Chief Executive Officer
Integrated Financial Group
Crystal Epstein, AIF®
Chief Compliance Officer
Integrated Financial Group
Karen Cooke-Thomas
Director of Operations & HR
Integrated Financial Group
Dana Wilson
Administrative Assistant
Integrated Financial Group
Common-sense
plans that help you
Stay on Track
In January 2015, Mike Tarrant was chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 90 independent financial planners from across the country. Tarrant Financial’s affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.
IFG’s members own businesses across ten states totaling over $2.5 billion in brokerage and advisory assets through LPL Financial and over $1.8 billion in assets under management through its separate registered investment advisor,
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs.
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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.